VAN AMERINGEN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VAN AMERINGEN FOUNDATION INC (EIN 13-6125699)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349110167
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:07:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136125699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN AMERINGEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANA | BusinessNameControlTxt |
| Phone | 2127586221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EIGHTH AVENUE 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHA COHEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127586221 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARSHA | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,671,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,832,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,834,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,366,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,354,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,440,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,199,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,298,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $266,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $89,254 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,014 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $93,560 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,572 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,072 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,819 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $565,194 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $552,748 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,457 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,113 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $165,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,723 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,185 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,015 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,300,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $590,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $568,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,443,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,424,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,743,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $590,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,992,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,544,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,707,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,192 | CashBOYAmt |
| Cash EOY | $89,642 | CashEOYAmt |
| Cash EOYFMV | $89,642 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,835,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,896,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,896,284 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,798 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,040 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,040 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $14,913,418 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,883,011 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,883,011 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,427,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,484,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,484,772 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,728,846 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,359,163 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,359,163 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,302,138 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,697,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,697,931 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,943 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,708 | LandBOYAmt |
| Land EOY | $25,785 | LandEOYAmt |
| Land EOYFMV | $25,785 | LandEOYFMVAmt |
| Other Assets BOY | $310,265 | OtherAssetsBOYAmt |
| Other Assets EOY | $224,822 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $224,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $100,593,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,671,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,671,450 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,852 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $57,845 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,593,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,612,960 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $375,188 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $485,004 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,020,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,155,809 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $95,572,475 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $95,515,641 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,572,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,515,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,593,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,671,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,572,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,544,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,550,797 | OtherIncreasesAmt |
| Subtotal | $95,579,055 | SubtotalAmt |
| Other Decreases | $63,414 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,515,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $1,402,528 | $365,150 | $1,037,378 | $1,037,378 |
| PUBLICLY TRADED SECURITIES | P | $19,951,643 | $11,622,632 | $8,329,011 | $8,329,011 |
| NB PRIVATE EQUITY IMPACT FUND LP | P | $74,003 | $74,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,440,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $148,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $148,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $148,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,334 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $211,334 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,501 | OverpaymentAmt |
| Applied To ES Tax | $62,501 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VANAMFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127586221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EIGHTH AVENUE SUITE 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH A KIND | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| MAURIZIO J MORELLO | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | VP AND SECRETARY | 1.00 | $0 | $0 | $0 |
| JUDITH BECK | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDRA HERZAN | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINA KIND | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW KINDFULLER | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE KIND-RUBIN | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA MCKENNA | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLARENCE J SUNDRAM | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HUGH HOGAN | ||||||||
| 505 EIGHTH AVENUE SUITE 2500 | NEW YORK | NY | 10018 | EXECUTIVE DIRECTOR | 40.00 | $266,000 | $49,794 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DREW HARRISON EPSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EIGHTH AVENUE SUITE 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,000 | CompensationAmt |
| Employee Benefits | $24,123 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN TRUST COMPANY NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101040001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $515,097 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $92,668,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,480,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $444,292 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,593,486 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,593,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,508,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,084,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,954,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,954,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148,833 | TotalTaxAmt |
| Distributable Before Adj | $4,805,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,805,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,805,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,992,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,992,108 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,805,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $838,932 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,082,997 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,069,940 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,793,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,417,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,202,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,992,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,805,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,186,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,388,808 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $838,932 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,549,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,082,997 | ExcessFromYear4Amt |
| Excess From Year3 | $2,069,940 | ExcessFromYear3Amt |
| Excess From Year2 | $4,793,116 | ExcessFromYear2Amt |
| Excess From Year1 | $4,417,111 | ExcessFromYear1Amt |
| Excess From Current Year | $5,186,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARSHA COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EIGHTH AVENUE SUITE 2500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127586221 | RecipientPhoneNum |
| Form And Info And Materials | SEE DETAILED INSTRUCTIONS ON FOUNDATION'S WEBSITE WWW.VANAMFOUND.ORG/APPLY-FOR-A-GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE DETAILED INSTRUCTIONS ON FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FUNDS INNOVATIVE AND PRACTICAL PROGRAMS FOR EARLY INTERVENTION, ADVOCACY AND INCREASED ACCESSIBILITY OF MENTAL HEALTH SERVICES FOR PEOPLE AND COMMUNITIES WITH LIMITED FINANCIAL MEANS AND OPPORTUNITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LA SALLE UNIVERSITY | ||||||||
| 1900 WEST OLNEY AVENUE PHILADELPHIA | PHILADELPHIA | PA | 19141 | N/A | PC | PHILIP KIND ENDOWED MEMORIAL SCHOLARSHIP FUND | $10,000 | |
| ALBANY CATHOLIC YOUTH ASSOCIATION | ||||||||
| 1 PYRAMID RD | PARADOX | NY | 12858 | N/A | PC | GENERAL | $5,000 | |
| ALBERT EINSTEIN HEALTHCARE NETWORK | ||||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | N/A | PC | TO INTEGRATE MENTAL HEALTH SERVICES INTO THE COMMUNITY PRACTICE CENTER (CPC) AT EINSTEIN MEDICAL CENTER PHILADELPHIA (EMCP) | $50,000 | |
| ALL INDIA MOVEMENT FOR SEVA | ||||||||
| PO BOX 639 | SAYLORSBURG | PA | 18353 | N/A | PC | DIRECTOR DISCRETIONARY GRANT | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREETRN18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR RENEWED SUPPORT OF THE ACLUS NATIONAL PRISON PROJECT AND EFFORTS TO ADVANCE THE RIGHTS OF PRISONERS WITH MENTAL ILLNESS. | $150,000 | |
| ASIAN AMERICAN FEDERATION | ||||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT FOR ACCESS NYC, AN ADVOCACY CAMPAIGN TO BUILD THE MENTAL HEALTH CAPACITY OF ASIAN- LED, ASIAN-SERVING ORGANIZATIONS. | $100,000 | |
| ASSOCIATION OF COMMUNITY LIVING AGENCIES IN MENTAL HEALTH | ||||||||
| 28 CORPORATE DRIVESUITE 102 | CLIFTON PARK | NY | 12065 | N/A | PC | RENEWED SUPPORT FOR BRING IT HOME, A CAMPAIGN TO INCREASE FUNDING FOR AGENCIES PROVIDING SERVICE TO PEOPLE WITH SERIOUS PSYCHIATRIC ILLNESSES. | $75,000 | |
| ASSOCIATION TO BENEFIT CHILDREN | ||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | N/A | PC | RENEWED SUPPORT FOR SCHOOL- AND HOME-BASED MENTAL HEALTH PROGRAMS ASSISTING CHILDREN AT RISK OF, OR ALREADY AFFECTED BY, SERIOUS MENTAL ILLNESS. | $75,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | N/A | PC | TO INTEGRATE EMOTIONALLY RESPONSIVE PRACTICE (ERP) AND MENTAL HEALTH CARE THROUGH TRAINING TEACHERS AND PARENTS AT A DAY CARE CENTER AND FOUR ELEMENTARY SCHOOLS IN MOTT HAVEN, SOUTH BRONX. | $75,000 | |
| BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||||
| 1090 VERMONT AVE NW SUITE 220 | WASHINGTON | DC | 20005 | N/A | PC | RENEWED GENERAL SUPPORT FOR A MULTI-PRONGED LEGAL ADVOCACY STRATEGY THAT INCLUDES PROTECTING MENTAL HEALTH PARITY GAINS IN THE AFFORDABLE CARE ACT. | $100,000 | |
| BETHESDA PROJECT | ||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | PC | RENEWED SUPPORT FOR CASE MANAGEMENT STAFF AT NORTH BROAD, A SUPPORTIVE HOUSING RESIDENCE FOR 49 FORMERLY HOMELESS PEOPLE, MOST OF WHOM MANAGE A SIGNIFICANT MENTAL ILLNESS. | $50,000 | |
| BIG PICTURE PHILADELPHIA | ||||||||
| 2300 W MASTER ST | PHILADELPHIA | PA | 19121 | N/A | PC | CONTINUED SUPPORT FOR EMOTIONAL AND BEHAVIORAL SERVICES AT TWO UNDER-RESOURCED PHILADELPHIA HIGH SCHOOLS. | $75,000 | |
| BIG PICTURE PHILADELPHIA | ||||||||
| 2300 WEST MASTER STREET PHILADELPHI | PHILADELPHIA | PA | 19121 | N/A | PC | CONTINUED SUPPORT FOR EMOTIONAL AND BEHAVIORAL SERVICES AT TWO UNDER-RESOURCED PHILADELPHIA HIGH SCHOOLS. | $10,000 | |
| BLACK EDUCATOR - THE FELLOWSHIP BMEC INC | ||||||||
| 7901 HIDDEN LANE ELKINS PARK | ELKINS PARK | PA | 19027 | N/A | PC | GENERAL | $5,000 | |
| BREAKING GROUND | ||||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO TRAIN AND EQUIP 200 FRONTLINE OPERATIONS STAFF WITH SKILLS TO DE-ESCALATE CRISES AMONG SUPPORTIVE HOUSING RESIDENTS. | $44,000 | |
| BRONX CHARTER SCHOOL FOR CHILDREN | ||||||||
| 388 WILLIS AVENUE | BRONX | NY | 10454 | N/A | PC | RENEWED SUPPORT TO CREATE INDIVIDUALIZED MENTAL HEALTH AND WELLNESS PLANS FOR AT-RISK MIDDLE SCHOOLERS. | $75,000 | |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | ||||||||
| 105 CARLTON AVENUE | BROOKLYN | NY | 11205 | N/A | PC | FOR A SENIOR FAMILY CLINICIAN TO PROVIDE THERAPY AND TRAIN OTHER STAFF ASSISTING DOMESTIC VIOLENCE SURVIVORS WITH SIGNIFICANT MENTAL ILLNESS (SMI). | $75,000 | |
| C B COMMUNITY SCHOOLS | ||||||||
| 4101 FREELAND AVENUE | PHILADELPHIA | PA | 19128 | N/A | PC | RENEWED GENERAL SUPPORT FOR A TRAUMA-INFORMED INDEPENDENT HIGH SCHOOL THAT SERVES THE MOST AT-RISK, TRAUMATIZED STUDENTS WHO ARE CURRENTLY OR WERE PREVIOUSLY IN FOSTER CARE IN PHILADELPHIA. | $75,000 | |
| CALLED TO SERVE | ||||||||
| 3600 NBROAD STREET PHILIDELPHIA | PHILADELPHIA | PA | 19140 | N/A | PC | GENERAL | $5,000 | |
| CARDINAL MCCLOSKEY COMMUNITY SERVICES | ||||||||
| 115 E STEVENS AVERNSTE LL5 | VALHALLA | NY | 10595 | N/A | PC | RENEWED SUPPORT TO HIRE A SUBSTANCE ABUSE SPECIALIST TO RESPOND TO AN INCREASE IN CO-OCCURRING ILLNESS IN THE WAKE OF COVID-19. | $75,000 | |
| CENTER FOR COMMUNITY ALTERNATIVES | ||||||||
| 25 CHAPEL STREET 7TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | NEW SUPPORT FOR PATHWAYS TO WELLNESS, WHICH PROVIDES PEOPLE DIVERTED FROM INCARCERATION WITH INDIVIDUALIZED MENTAL HEALTH PLANNING. | $75,000 | |
| CENTER FOR COURT INNOVATION | ||||||||
| 520 8TH AVE 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | RENEWED SUPPORT TO THE CENTER FOR COURT INNOVATION FOR THEIR MIDTOWN COMMUNITY COURT - RAPID ENGAGEMENT PROGRAM (REP). | $75,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | N/A | PC | FIRST TIME SUPPORT FOR CONNECTING UNDER-SERVED, OFTEN MARGINALIZED RESIDENTS WITH PARTICULAR FOCUS ON PUERTO RICAN DIASPORA COMMUNITIES, IN PHILADELPHIA AND NEW YORK CITY, TO MENTAL HEALTH CARE PROVIDERS. | $100,000 | |
| CHANCES FOR CHILDREN - NY | ||||||||
| 1178 ANDERSON AVENUE | BRONX | NY | 10452 | N/A | PC | RENEWED SUPPORT FOR EARLY INTERVENTION MENTAL HEALTH CARE FOR TEEN PARENTS, MANY IN THE FOSTER CARE SYSTEM ALREADY, AND THEIR CHILDREN. | $75,000 | |
| CHILD GUIDANCE RESOURCE CENTERS | ||||||||
| 2000 OLD WEST CHESTER PIKE | HAVERTOWN | PA | 19083 | N/A | PC | GENERAL | $75,000 | |
| CHILD GUIDANCE RESOURCE CENTERS | ||||||||
| 2000 OLD WEST CHESTER PIKE | HAVERTOWN | PA | 19083 | N/A | PC | GENERAL | $15,000 | |
| CHILDREN'S HEALTH FUND | ||||||||
| 215 EAST 125 STREETSUITE 301 | NEW YORK | NY | 10027 | N/A | PC | RENEWED SUPPORT FOR MENTAL HEALTH SERVICES TO CHILDREN AND FAMILIES IMPACTED BY DETENTION AND SEPARATION AT THE U.S. MEXICO BORDER. | $75,000 | |
| CHILDREN'S VILLAGE PHILADELPHIA | ||||||||
| 125 N 8TH STREET | PHILADELPHIA | PA | 19106 | N/A | PC | NEW SUPPORT FOR A SCHOOL-BASED PROGRAM THAT PROVIDES BEHAVIORAL AND MENTAL HEALTH SUPPORTS TO LOW-INCOME IMMIGRANT CHILDREN AND THEIR FAMILIES. | $75,000 | |
| CHRISTIAN LEGAL CLINICS OF PHILADELPHIA INC | ||||||||
| 4455 N 6TH STREET SUITE 100 | PHILADELPHIA | PA | 19140 | N/A | PC | GENERAL | $5,000 | PHILIDELPHIA |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK | ||||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | N/A | PC | TO LAUNCH A CHILDRENS MENTAL HEALTH CAMPAIGN TO SECURE URGENTLY NEEDED MENTAL HEALTH SERVICES FOR NEW YORK STATES CHILDREN. | $100,000 | |
| COMMUNITY ACCESS INC | ||||||||
| 17 BATTERY PLACE SUITE 1326 | NEW YORK | NY | 10004 | N/A | PC | FOR A CORONAVIRUS EMERGENCY RESPONSE PLAN TO SUPPORT HOMELESS NEW YORKERS MANAGING SIGNIFICANT MENTAL ILLNESS. | $75,000 | |
| COMUNILIFE INC | ||||||||
| 462 7TH AVENUE 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PC | RENEWED FUNDING FOR A SPECIAL PROJECTS ADMINISTRATOR TO EXPAND MEDICAL RESPITE FOR PEOPLE WITH SMI RECOVERING OR ISOLATING AS A RESULT OF COVID19. | $75,000 | |
| CORRECTIONAL ASSOCIATION OF NEW YORK | ||||||||
| POST OFFICE BOX 793 | BROOKLYN | NY | 11207 | N/A | PC | SUPPORT FOR A MENTAL HEALTH CHART REVIEW PROJECT AND ADVOCACY CAMPAIGN TO REFORM PROFOUND FLAWS IN THE NY STATE PRISON SYSTEMS APPROACH TO MENTAL HEALTH. | $150,000 | |
| COUNCIL FOR RELATIONSHIPS | ||||||||
| 4025 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT FOR TWO COMMUNITY-BASED RELATIONAL THERAPY PROGRAMS THAT PROVIDE HIGH QUALITY, SUBSIDIZED MENTAL HEALTH CARE TO LOW-INCOME PHILADELPHIANS. | $75,000 | |
| COVENANT HOUSE NEW YORK | ||||||||
| 550 TENTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | FOR A NEW SENIOR SOCIAL WORKER TO IMPROVE TREATMENT OF YOUNG ADULTS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS. | $75,000 | |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | ||||||||
| 1717 W ALLEGHENY AVENUE | PHILADELPHIA | PA | 19132 | N/A | PC | TO ADD A SOCIAL WORKER TO PROVIDE INDIVIDUALIZED CARE FOR 600 LOW-INCOME STUDENTS AND THEIR FAMILIES. | $50,000 | |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | ||||||||
| 5218 NORTH BROAD STREET | PHILADELPHIA | PA | 19141 | N/A | PC | TO ADD A SOCIAL WORKER TO PROVIDE INDIVIDUALIZED CARE FOR 600 LOW-INCOME STUDENTS AND THEIR FAMILIES. | $15,000 | |
| DANCE IQUAIL INC | ||||||||
| 3500 LANCASTER AVE | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| DAY ONE NEW YORK INC | ||||||||
| PO BOX 3220 CHURCH STREET STATION | NEW YORK | NY | 10008 | N/A | PC | RENEWED SUPPORT TO PROVIDE DIRECT MENTAL HEALTH TREATMENT FOR YOUNG SURVIVORS OF INTIMATE PARTNER VIOLENCE AND SEXUAL ASSAULT. | $75,000 | |
| DISABILITY ADVOCATES INC (DBA DISABILITY RIGHTS NEW YORK) | ||||||||
| 725 BROADWAY SUITE 450 | ALBANY | NY | 12207 | N/A | PC | TO USE LEGAL ACTION AND ADVOCACY TO STOP NEW YORK STATE FROM INCARCERATING PEOPLE WITH MENTAL ILLNESS PAST THEIR SENTENCES. | $75,000 | |
| EDUCATION LAW CENTER - PA | ||||||||
| 1800 JFK BLVD SUITE 1900A | PHILADELPHIA | PA | 19103 | N/A | PC | RENEWED SUPPORT FOR DIRECT SERVICES AND ADVOCACY TO CONNECT HOMELESS AND FOSTER CHILDREN WITH QUALITY EARLY LEARNING AND OTHER SUPPORTS. | $50,000 | |
| FORT GREENE PARK CONSERVANCY INC | ||||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | N/A | PC | NEW SUPPORT FOR A PERSON-CENTERED INTERVENTION TRAINING RESPONSE PILOT, IN PARTNERSHIP WITH FOUNTAIN HOUSE, IN FORT GREENE PARK, BROOKLYN. | $75,000 | |
| FRESH YOUTH INITIATIVES INC | ||||||||
| 505 WEST 171ST STREET | NEW YORK | NY | 10032 | N/A | PC | TO SUPPORT A BI-LINGUAL SOCIAL WORKER ON A TEAM OF MENTAL HEALTH PROFESSIONALS SUPPORTING IMMIGRANT STUDENTS AT GREGORIO LUPERON HIGH SCHOOL IN WASHINGTON HEIGHTS. | $75,000 | |
| FROM PUNISHMENT TO PUBLIC HEALTH | ||||||||
| 524 W 59TH STREET ROOM 76536 NB | NEW YORK | NY | 10019 | N/A | PC | RENEWED SUPPORT TO CREATE A COALITION OF MENTAL HEALTH AND HOUSING ADVOCATES IN NEW YORK STATE. | $100,000 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | N/A | PC | NEW SUPPORT TO HIRE A PART-TIME SOCIAL WORKER TO INCREASE STUDENT CASELOADS AND PROGRAMMING FOR PARENTS AND ALUMNI. | $50,000 | |
| GETTING OUT AND STAYING OUT | ||||||||
| 201A EAST 124TH STREET | NEW YORK | NY | 10035 | N/A | PC | RENEWED SUPPORT FOR MORE PSYCHIATRIST HOURS AND TO RECRUIT AN ADDITIONAL CLINICIAN TO SERVE YOUTH ENGAGED IN AN ALTERNATIVE-TO-INCARCERATION PROGRAM. | $75,000 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | PC | RENEWED SUPPORT TO STRENGTHEN PSYCHIATRIC AND MEDICAL CARE FOR HOMELESS PEOPLE WITH SIGNIFICANT MENTAL ILLNESS AT FOUR RESIDENCES. | $50,000 | |
| GRAHAM WINDHAM | ||||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | N/A | PC | TO MORE EFFECTIVELY ASSESS THE MENTAL HEALTH NEEDS OF FOSTER YOUTH AND ENGAGE WHERE APPROPRIATE THEIR PARENTS, AND THEIR FOSTER PARENTS IN THEIR TREATMENT AND CARE. | $75,000 | |
| HEDWIG HOUSE INC | ||||||||
| 109 JENKINS AVE | LANSDALE | PA | 19446 | N/A | PC | RENEWED SUPPORT, IN THE WAKE OF THE COVID-19 OUTBREAK, FOR THIS CLUBHOUSE THAT SERVES 200 RESIDENTS OF MONTGOMERY COUNTY, PENNSYLVANIA MANAGING SIGNIFICANT MENTAL ILLNESS. | $25,000 | |
| HESTER STREET COLLABORATIVE INC | ||||||||
| 113 HESTER ST | NEW YORK | NY | 10002 | N/A | PC | NEW SUPPORT FOR AN IN-DEPTH PARTICIPATORY PLANNING, DESIGN AND ADVOCACY CAMPAIGN TO TRANSFORM THE WAY NEW YORK CITY RESPONDS TO PEOPLE WITH SIGNIFICANT ILLNESS WHO ARE IN CRISIS. | $100,000 | |
| HETRICK-MARTIN INSTITUTE | ||||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | TO SUPPORT AN ADDITIONAL PART-TIME LICENSED CLINICAL COUNSELOR FOR LGBTQ YOUTH IMPACTED BY THE COVID19 PANDEMIC. | $75,000 | |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILA INC DBA HIAS PA | ||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | N/A | PC | FIRST TIME SUPPORT TO STRENGTHEN THE REMOTE OPERATIONS OF A LONGTIME SERVICE PROVIDER HELPING VULNERABLE REFUGEES AND IMMIGRANTS RESETTLING IN PHILADELPHIA. | $75,000 | |
| HOMELESS ADVOCACY PROJECT | ||||||||
| 1429 WALNUT STREET 15TH FLOOR | PHILADELPHIA | PA | 19102 | N/A | PC | FOR AN LCSW TO PROVIDE NON-LEGAL, MENTAL HEALTH SUPPORT TO TRANSITION-AGE YOUTH AND CHRONICALLY HOMELESS ADULTS. | $75,000 | |
| HOUSINGPLUS | ||||||||
| 4 WEST 43RD STREET SECOND FLOOR | NEW YORK | NY | 10036 | N/A | PC | RENEWED SUPPORT TO HIRE A PSYCHIATRIC NURSE PRACTIONER TO IMPROVE MENTAL HEALTH CARE FOR RECENTLY INCARCERATED WOMEN. | $75,000 | |
| INNER STRENGTH FOUNDATION | ||||||||
| 1207 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | N/A | PC | FIRST TIME SUPPORT FOR MINDFULNESS TRAINING AND SUPPORTS FOR STUDENTS AND TEACHERS AT 13 PHILADELPHIA SCHOOLS WHERE POVERTY AND TRAUMA ARE RIFE. | $25,000 | |
| JUDITH CREED HORIZONS FOR ACHIEVING INDEPENDENCE | ||||||||
| 274 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | N/A | PC | GENERAL | $25,000 | |
| JUVENILE LAW CENTER | ||||||||
| 1800 JFK BLVD SUITE 1900B | PHILADELPHIA | PA | 19103 | N/A | PC | TO PROVIDE MENTAL HEALTH COUNSELING FOR 30 YOUTH BEING TRAINED TO ADVOCATE FOR THE RIGHTS OF YOUTH IN THE JUSTICE AND CHILD WELFARE SYSTEMS. | $50,000 | |
| KENCREST SERVICES | ||||||||
| 960A HARVEST DRIVE SUITE 100 | BLUE BELL | PA | 19422 | N/A | PC | TO HELP SUPPORT BOTH TRAUMA SMART II TRAINING FOR 100 TEACHERS AT SIX EARLY LEARN CENTERS, AND A SOCIAL-EMOTIONAL SPECIALIST FOR THE KIDS WITH THE MOST SERIOUS MENTAL HEALTH AND BEHAVIOR CHALLENGES. | $20,000 | |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | ||||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | N/A | PC | NEW SUPPORT TO EXPAND ANIMAL-ASSISTED AND HORTICULTURAL THERAPIES FOR TRAUMATIZED CHILD AND ADULT SURVIVORS OF SEXUAL ABUSE AND ASSAULT. | $50,000 | |
| LA SALLE UNIVERSITY | ||||||||
| 1900 WEST OLNEY AVENUE | PHILADELPHIA | PA | 19141 | N/A | PC | PHILIP KIND ENDOWED MEMORIAL SCHOLARSHIP FUND | $10,000 | |
| LEGAL ACTION CENTER | ||||||||
| 225 VARICK STREET 4TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | RENEWED SUPPORT FOR MENTAL HEALTH PARITY IN NEW YORK STATE, ALONG WITH ENHANCED COMMUNITY-BASED CARE FOR PEOPLE WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. | $150,000 | |
| LEGAL AID SOCIETY | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | N/A | PC | RENEWED SUPPORT FOR A CAMPAIGN TO DIVERT PEOPLE WITH MENTAL ILLNESS FROM THE CRIMINAL JUSTICE SYSTEM, AND TO END NEW YORK STATE HOLDING MENTALLY ILL PEOPLE IN PRISON PAST THEIR SENTENCES. | $150,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | RENEWED SUPPORT FOR A SENIOR PSYCHIATRIC NURSE PRACTITIONER TO LEAD THE CLINICAL TEAM AT THE PARK AVENUE ARMORY WOMENS MENTAL HEALTH SHELTER. | $75,000 | |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | ||||||||
| 208 WEST 13TH STREET | NEW YORK | NY | 10011 | N/A | PC | NEW SUPPORT TO ENHANCE TREATMENT OF ISOLATED LGBTQ+ NEW YORKERS MANAGING A SIGNIFICANT MENTAL ILLNESS AND SUBSTANCE USE DISORDER MADE WORSE BY THE COVID-19 PANDEMIC. | $50,000 | |
| LUTHERAN SOCIAL MISSION SOCIETY OF PHILADELPHIA | ||||||||
| 1340 FRANKFORD AVENUE | PHILADELPHIA | PA | 19125 | N/A | PC | RENEWED SUPPORT FOR A FULL-TIME LICENSED CLINICAL SOCIAL WORKER AT JANE ADDAMS PLACE, A TRANSITIONAL RESIDENCE FOR HOMELESS FAMILIES AND THEIR CHILDREN. | $50,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | FUND FOR EXLUDED WORKERS | $250,000 | |
| MERCY NEIGHBORHOOD MINISTRIES | ||||||||
| 123 E PRICE STREET | PHILADELPHIA | PA | 19144 | N/A | PC | GENERAL | $5,000 | |
| MIGHTY WRITERS | ||||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PC | TO SUPPORT STRESS REDUCTION, MINDFULNESS WORKSHOPS FOR 4000 PHILADELPHIA KIDS PARTICIPATING IN AN INNOVATIVE PROGRAM TO IMPROVE CRITICAL THINKING, WRITING AND ACADEMIC ACHIEVEMENT. | $15,000 | |
| MISSION SOCIETY OF NEW YORK CITY | ||||||||
| 646 MALCOLM X BLVD | NEW YORK | NY | 10037 | N/A | PC | NEW SUPPORT TO PROVIDE MENTAL HEALTH SERVICES TO 600 OVER-AGE, UNDER-CREDITED NEW YORK CITY HIGH SCHOOLERS OVERCOMING MULTIPLE ADVERSE CHILDHOOD EXPERIENCES. | $75,000 | |
| MONTGOMERY COUNTY EMERGENCY SERVICE | ||||||||
| 50 BEECH DRIVE | NORRISTOWN | PA | 19403 | N/A | PC | TO INCREASE HIGH ACUITY PYSCHIATRIC INPATIENT CARE BEDS AND INFRASTRUCTURE FOR PEOPLE IN MENTAL HEALTH CRISIS, WHICH WILL REDUCE EMERGENCY DEPARTMENT STAYS FOR ADULTS WITH PSYCHIATRIC DISORDERS. | $25,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY | ||||||||
| 505 8TH AVENUE SUITE 1103 | NEW YORK | NY | 10018 | N/A | PC | TO LAUNCH AN ADVOCACY INITIATIVE THAT WILL TRAIN 240 ADVOCATES WHO WILL REACH POLICYMAKERS IN ALL 51 DISTRICTS OF NEW YORK CITY. | $150,000 | |
| NATIONAL NURSE-LED CARE CONSORTIUM | ||||||||
| CENTRE SQUARE WEST1500 MARKET STLM | PHILADELPHIA | PA | 19102 | N/A | PC | RENEWED SUPPORT TO CREATE A NEW MODEL OF REIMBURSABLE MENTAL HEALTH CARE THROUGH NURSE-LED HOME VISITS FOR NEW PARENTS AND THEIR CHILDREN IN PHILADELPHIA. | $100,000 | 500 |
| NATIONAL RELIGIOUS CAMPAIGN | ||||||||
| 110 MARYLAND AVENUE NE SUITE 502 | WASHINGTON | DC | 20002 | N/A | PC | CONTINUED SUPPORT FOR A CAMPAIGN TO PASS HALT, A FIRST IN THE NATION BILL LIMITING SOLITARY CONFINEMENT TO NO MORE THAN 15 DAYS. | $75,000 | |
| NATIONALITIES SERVICE CENTER | ||||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | TO EXPAND HOLISTIC MENTAL HEALTH AND WELLNESS SERVICES TO MORE CLIENTS AT PHILADELPHIAS LEADING IMMIGRANT-SERVING ORGANIZATION. | $50,000 | |
| NEW ALTERNATIVES FOR CHILDREN INC | ||||||||
| 37 W 26TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | RENEWED SUPPORT FOR BUILDING BLOCKS, WHICH HELPS THE MOST TRAUMATIZED BIRTH PARENTS, THEIR INFANTS AND CHILDREN TO DEVELOP DEEPER, MORE SUSTAINABLE BONDS. | $75,000 | |
| NEW YORK CAMPAIGN FOR ALTERNATIVES TO ISOLATED CONFINEMENT | ||||||||
| C/O NRCAT PO BOX 91820 | WASHINGTON | DC | 20090 | N/A | PC | CONTINUED SUPPORT FOR A CAMPAIGN TO PASS HALT, A FIRST IN THE NATION BILL LIMITING SOLITARY CONFINEMENT TO NO MORE THAN 15 DAYS. | $75,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| NEW YORK COUNCIL ON ADOPTABLE CHILDREN | ||||||||
| 333 WEST 39TH STREET SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | TO PROVIDE MORE IN-DEPTH MENTAL HEALTH CARE TO FAMILIES ADOPTING SOME OF THE MOST TRAUMATIZED CHILDREN IN NEW YORK CITYS FOSTER CARE SYSTEM. | $75,000 | |
| NEW YORK IMMIGRATION COALITION INC | ||||||||
| 131 W 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | N/A | PC | RENEWED SUPPORT FOR THE NEW YORK UNITED CAMPAIGN TO PROTECT AND SUPPORT IMMIGRANT NEW YORKERS. | $75,000 | |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | ||||||||
| 151 WEST 30TH STREETRN11TH FLOO | NEW YORK | NY | 100014017 | N/A | PC | RENEWED SUPPORT FOR AN ADVOCACY CAMPAIGN TO ENACT A SYSTEM OF NON-POLICE RESPONSE TO PEOPLE WITH SERIOUS MENTAL ILLNESS WHO ARE IN CRISIS. | $100,000 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 SEVENTH AVENUE SUITE 403 | NEW YORK | NY | 10123 | N/A | PC | TO PILOT BETTER, MORE ACCURATE TRAUMA-INFORMED CARE PLANS FOR CHILDREN AWAITING A KIN OR FOSTER CARE PLACEMENT. | $75,000 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | GENERAL | $100,000 | |
| NORTHERN MANHATTAN IMPROVEMENT CORPORATION | ||||||||
| 45 WADSWORTH AVENUE | NEW YORK | NY | 10033 | N/A | PC | RENEWED SUPPORT TO ENABLE THIS IMMIGRANT-SERVING ORGANIZATION TO CREATE A SUSTAINABLE REVENUE MODEL FOR THEIR CONNECTIONS TO CARE MENTAL HEALTH INITIATIVE. | $75,000 | |
| OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | N/A | PC | SUPPORT FOR AN ALTERNATIVE TO INCARCERATION PROGRAM IN THE BRONX FOR PEOPLE WITH CO-OCCURRING SUBSTANCE USE DISORDER AND MILD TO MORE SERIOUS MENTAL HEALTH CONDITIONS. | $50,000 | |
| PART OF THE SOLUTION | ||||||||
| 2759 WEBSTER AVE | THE BRONX | NY | 10458 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| PARTNERSHIP WITH CHILDREN | ||||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | N/A | PC | TO SUPPORT THE CONTINUED DEVELOPMENT OF TRAUMA-INFORMED MENTAL HEALTH SERVICES FOR COMMUNITY SCHOOLS IN NEW YORK CITY. | $75,000 | |
| PENNSYLVANIA PRISON SOCIETY | ||||||||
| 230 BROAD STREET SUITE 605 | PHILADELPHIA | PA | 19103 | N/A | PC | TO BETTER TRAIN AND PROVIDE VOLUNTEER PRISON MONITORS WITH ACCESS TO A FORENSIC MENTAL HEALTH PROFESSIONAL. | $50,000 | |
| PEOPLE'S EMERGENCY CENTER | ||||||||
| 325 N 39TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | FOR BEHAVIORAL HEALTH SERVICES THERAPISTS TO SERVE YOUTH EXITING PHILADELPHIAS FOSTER CARE SYSTEM, AND OTHER FORMERLY HOMELESS FAMILIES SETTLING IN PERMANENT SUPPORTIVE HOUSING. | $75,000 | |
| PHILADELPHIA BAIL FUND | ||||||||
| PO BOX 22316 | PHILADELPHIA | PA | 19110 | N/A | PC | NEW SUPPORT FOR PEER TRAINING, A MONTHLY HEALING TO EMPOWERMENT THERAPEUTIC CIRCLE, AND CASH ASSISTANCE FOR THERAPY OR PSYCHIATRIC CARE. | $60,000 | |
| PHILADELPHIA FIGHT | ||||||||
| 1233 LOCUST STREET 3RD FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | RENEWED SUPPORT TO HIRE A BEHAVIORAL HEALTH CONSULTANT WHO WILL ASSIST HOMELESS PHILADEPHIANS TO SECURE COVERAGE AND MENTAL HEALTH TREATMENT. | $55,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| 1727-29 MT VERNON STREET | PHILADELPHIA | PA | 19130 | N/A | PC | RENEWED SUPPORT FOR A MENTAL HEALTH MURAL PROJECT CELEBRATING BLACK JOY THAT WILL CONNECT LOCAL RESIDENTS TO MENTAL HEALTH RESOURCES. | $50,000 | |
| POWER OF TWO | ||||||||
| 21 LIVONIA AVENUE | BROOKLYN | NY | 11212 | N/A | PC | TO HIRE AN ADDITIONAL ATTACHMENT AND BEHAVIORAL CATCH-UP (ABC) PARENT COACH FOR CHILDREN AND FAMILIES IN BROOKLYN AND THE BRONX. | $50,000 | |
| PREVENTION POINT (LOAN CONVERTED TO GRANT) | ||||||||
| 2913-2915 KENSINGTON AVENUE | PHILADELPHIA | PA | 19134 | N/A | PC | MISSION-ALIGNED INVESTMENT CONVERTED INTO GENERAL GRANT | $150,000 | |
| PREVENTION POINT PHILADELPHIA | ||||||||
| 2913-15 KENSINGTON AVENUE | PHILADELPHIA | PA | 19134 | N/A | PC | FIRST TIME SUPPORT FOR ON-SITE PSYCHIATRIC ASSESSMENTS AND MEDICATION ASSISTED TREATMENT FOR 350 PEOPLE WITH CO-OCCURRING SUBSTANCE USE DISORDER AND MENTAL ILLNESS. | $75,000 | |
| PRISONERS' LEGAL SERVICES OF NEW YORK | ||||||||
| 41 STATE STREET SUITE 112 | ALBANY | NY | 12207 | N/A | PC | RENEWED SUPPORT TO PROVIDE INDIVIDUALIZED RELEASE PLANS, INCLUDING MENTAL HEALTH CARE, FOR THOSE COMPLETING THEIR SENTENCES IN NEW YORK STATE CORRECTIONAL FACILITIES. | $75,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | N/A | PC | TO EXPAND MENTAL HEALTH SERVICES FOR THE HOMELESS AND THOSE WITH CO-OCCURRING MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES AT TWO INNOVATIVE SITES IN PHILADELPHIA. | $75,000 | |
| PROJECT HOSPITALITY | ||||||||
| 100 PARK AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| PUBLIC CITIZENS FOR CHILDREN AND YOUTH | ||||||||
| 990 SPRING GARDEN STREETRNSUITE | PHILADELPHIA | PA | 19123 | N/A | PC | NEW SUPPORT FOR A CAMPAIGN TO GIVE 2,000 PHILADELPHIA PUBLIC SCHOOL CHILDREN ACCESS TO HIGH QUALITY BEHAVIORAL AND MENTAL HEALTH CARE CURRENTLY INACCESSIBLE TO THEM AND THEIR FAMILIES. | $100,000 | |
| REGIONAL HOUSING LEGAL SERVICES | ||||||||
| 2 S EASTON ROAD | GLENSIDE | PA | 19038 | N/A | PC | FIRST-TIME SUPPORT TO ASSIST PENNSYLVANIAS NON-PROFIT, AFFORDABLE HOUSING DEVELOPERS SERVING THOSE WITH MENTAL ILLNESS. | $25,000 | |
| RESTORE NYC | ||||||||
| PO BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | N/A | PC | NEW SUPPORT TO ADD A CLINICIAN AND PROVIDE ADVANCED TRAINING TO A CLINICAL TEAM SERVING SURVIVORS OF HUMAN TRAFFICKING WHO IDENTIFY AS WOMEN. | $50,000 | |
| RIVER FUND NY | ||||||||
| 8911 LEFFERTS BLVD | JAMAICA | NY | 11418 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| RIVERBROOK REGIONAL YMCA | ||||||||
| 404 DANBURY RD | WILTON | CT | 06827 | N/A | PC | WILTON BRANCH MENTAL HEALTH SERVICES & PROGRAMS | $25,000 | |
| RIVERKEEPER INC | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | N/A | PC | GUARDINS | $20,000 | |
| SAINT DOMINIC'S FAMILY SERVICES | ||||||||
| 853 LONGWOOD AVENUE SUITE 202 | BRONX | NY | 10459 | N/A | PC | RENEWED SUPPORT FOR THE CHILDRENS MENTAL HEALTH TREATMENT PROGRAM. | $75,000 | |
| SAKHI FOR SOUTH ASIAN WOMEN | ||||||||
| POBOX 1333 CHURCH ST STATION | NEW YORK | NY | 10008 | N/A | PC | TO MOVE A BILINGUAL, LICENSED CLINICAL COUNSELOR POSITION TO FULL-TIME AND EXPAND MENTAL HEALTH COUNSELING FOR SOUTH ASIAN IMMIGRANT WOMEN OVERCOMING DOMESTIC VIOLENCE. | $200,000 | |
| SCO FAMILY OF SERVICES | ||||||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | N/A | PC | RENEWED SUPPORT TO PROMOTE BETTER COLLABORATION AND ENHANCE INFANT MENTAL HEALTH CARE ACROSS SEVERAL PROGRAMS IN ONE OF NEW YORK CITYS LARGEST PROVIDERS OF CHILD SERVICES. | $75,000 | |
| SEAMAAC | ||||||||
| 1711 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | GENERAL | $100,000 | |
| SEAMEN'S SOCIETY FOR CHILDREN AND FAMILIES | ||||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | NEW SUPPORT TO IMPLEMENT TRAUMA SYSTEMS THERAPY FOR HIGHLY TRAUMATIZED FOSTER YOUTH. | $50,000 | |
| SERVICE PROGRAM FOR OLDER PEOPLE INC | ||||||||
| 302 WEST 91ST STREET | NEW YORK | NY | 10024 | N/A | PC | RENEWED SUPPORT FOR A DAY TREATMENT AND REHABILITATION PROGRAM FOR ELDERS WITH SERIOUS OR SEVERE MENTAL ILLNESS. | $75,000 | |
| SHARE FOOD PROGRAM | ||||||||
| 2901 W HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | N/A | PC | GENERAL | $30,000 | |
| ST JOHN'S BREAD & LIFE | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| STEP UP TO THE PLATE | ||||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 19107 | N/A | PC | COVID-19 RELIEF | $250,000 | |
| SUPPORTIVE HOUSING NETWORK OF NEW YORK | ||||||||
| 247 WEST 37TH STREET FL 18 | NEW YORK | NY | 10018 | N/A | PC | RENEWED SUPPORT FOR THEIR ADVOCACY TO ENSURE THAT THE 35,000 PROPOSED SUPPORTIVE HOUSING UNITS ACROSS NEW YORK STATE ARE FUNDED AND BUILT, AND TO PRESERVE EXISTING SUPPORTIVE HOUSING UNITS. | $100,000 | |
| THE BRIDGE INC | ||||||||
| 290 LENOX AVENUE 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | RENEWED SUPPORT FOR MAGIC, AN AGING SERVICES PROGRAM FOR OLDER ADULTS WITH COMPLEX PHYSICAL AND MENTAL HEALTH CONDITIONS. | $75,000 | |
| THE BRONX DEFENDERS | ||||||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | N/A | PC | SUPPORT TO HIRE AN ADDITIONAL, SPECIALIZED SOCIAL WORKER FOR HEALTH MOTHERS HEALTHY BABIES PROJECT. | $75,000 | |
| THE FAMILY CENTER INC | ||||||||
| 493 NOSTRAND AVENUE 3RD FLOOR | BROOKLYN | NY | 11216 | N/A | PC | RENEWED SUPPORT FOR REMOTE AND SOME HOME-BASED THERAPEUTIC SERVICES FOR 110 CHILDREN WITH THE MOST SEVERE TRAUMA. | $75,000 | |
| THE FLOATING HOSPITAL INC | ||||||||
| GRAND CENTRAL STATION PO BOX 3391 | NEW YORK | NY | 10163 | N/A | PC | RENEWED SUPPORT FOR TWO PSYCHIATRIC CLINICIANS TO ADDRESS PANDEMIC RELATED MENTAL HEALTH NEEDS OF HOMELESS FAMILIES. | $75,000 | |
| THE FORTUNE SOCIETY INC | ||||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | N/A | PC | RENEWED SUPPORT FOR WELCOME HOME, A PROGRAM TO COMBAT THE STIGMA OF MENTAL HEALTH TREATMENT AMONG PEOPLE ADAPTING TO LIVES AFTER INCARCERATION. | $75,000 | |
| THE JERICHO PROJECT | ||||||||
| 245 W 29TH STSUITE 902 | NEW YORK | NY | 100015208 | N/A | PC | RENEWED SUPPORT TO EXPAND MENTAL HEALTH SERVICES AT FOUR SUPPORTIVE HOUSING SITES. | $90,000 | |
| THERAPY CENTER OF PHILADELPHIA | ||||||||
| 1315 WALNUT STREET SUITE 1004 | PHILADELPHIA | PA | 19107 | N/A | PC | RENEWED SUPPORT TO SUBSIDIZE TREATMENT FOR FINANCIALLY ANXIOUS CLIENTS, BUILD OUT THEIR CLIENT INTAKE DEPARTMENT, DEVELOP SUSTAINABLE INCOME SOURCES, AND PROVIDE THERAPIST TRAINING AND CLIENT ACCESS TO EVIDENCE-BASED TRAUMA THERAPIES USING EMDR. | $50,000 | |
| TRANSPORTATION ALTERNATIVES | ||||||||
| 111 JOHN STREET SUITE 260 ALTERNATI | NEW YORK | NY | 10038 | N/A | PC | GENERAL | $25,000 | ES |
| UNION SETTLEMENT ASSOCIATION INC | ||||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | N/A | PC | RENEWED SUPPORT TO EXPAND CHILD-PARENT AND CREATIVE ARTS THERAPY AND FURTHER BUILD THE CAPACITY OF THEIR EARLY CHILDHOOD MENTAL PROGRAM. | $75,000 | |
| UNITED WAY OF GREATER PHILADELPHIA | ||||||||
| 500 DELAWARE AVE | WILMINGTON | DE | 19801 | N/A | PC | THE PROMISE | $250,000 | |
| UNIVERSITY AT BUFFALO | ||||||||
| 12 CAPEN HALL | BUFFALO | NY | 14260 | N/A | PC | GENERAL SUPPORT FOR IJP, WITH 5% CAP ON OVERHEAD PAID TO UB FOUNDATION | $20,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | RENEWED SUPPORT TO RECRUIT A LICENSED CLINICAL SUPERVISOR FOR FAMILIES THRIVING, A PROGRAM WHICH PROVIDES INDIVIDUALIZED MENTAL HEALTH TREATMENT TO TRAUMATIZED KIDS AND THEIR FAMILIES. | $75,000 | |
| UNTOURS FOUNDATION | ||||||||
| 103 CHESLEY DR SUITE 200 | MEDIA | PA | 19063 | N/A | PC | GENERAL | $15,000 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | RENEWED SUPPORT FOR AN ADVOCACY CAMPAIGN TO ENSURE THAT LOW-INCOME PEOPLE WITH MENTAL ILLNESS ACCESS THE BENEFITS AND CARE TO WHICH THEY ARE ALREADY ENTITLED. | $100,000 | |
| URBAN PATHWAYS INC | ||||||||
| 575 EIGHTH AVENUE16TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | RENEWED SUPPORT FOR A BEHAVIORAL HEALTH TRAINING PROJECT TO BETTER TRAIN AND SUPPORT FRONTLINE STAFF SERVING CLIENTS MANAGING CO-OCCURRING MENTAL HEALTH AND SUBSTANCE USE CHALLENGES. | $75,000 | |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | N/A | PC | RENEWED SUPPORT TO EXPAND THE ORGANIZATIONS THERAPY TEAM IN PHILADELPHIA THROUGH HIRING AND TRAINING A THERAPY SPECIALIST. | $50,000 | |
| VOCAL-NY (VOICES OF COMMUNITY ACTIVISTS AND LEADERS) | ||||||||
| 80A FOURTH AVENUE | BROOKLYN | NY | 11217 | N/A | PC | TO HIRE A BASE-BUILDING ORGANIZER TO EXPAND SUPPORTIVE HOUSING AND REIGN IN ILLEGAL, UNACCEPTABLE TREATMENT OF PEOPLE LIVING IN THREE-QUARTER HOUSES AND DRUG TREATMENT FACILITIES. | $75,000 | |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263 W 86TH ST | NEW YORK | NY | 10023 | N/A | PC | COVID-19 NYC FOOD RELIEF | $50,000 | |
| WHOSOEVER GOSPEL | ||||||||
| 101 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WISSAHICKON CHARTER SCHOOL | ||||||||
| 4700 G WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | N/A | PC | TO CONTINUE SUPPORT FOR THE BEHAVIORAL SUPPORT TEAM AT WISSAHICKONS TWO CAMPUSES. | $50,000 | |
| WOMEN AGAINST ABUSE INC | ||||||||
| 100 SOUTH BROAD STREET SUITE 1341 | PHILADELPHIA | PA | 19110 | N/A | PC | RENEWED SUPPORT FOR AN ADDITIONAL PART-TIME THERAPIST AND EVIDENCE-BASED YOGA THERAPY FOR DOMESTIC VIOLENCE SURVIVORS. | $60,000 | |
| WOMEN FOR AFGHAN WOMEN INC | ||||||||
| 158-24 73RD AVE | FRESH MEADOWS | NY | 11366 | N/A | PC | SUPPORT FOR A SIGNIFICANTLY-GROWING NUMBER OF DEEPLY TRAUMATIZED IMMIGRANT AND REFUGEE WOMEN, CHILDREN, MEN AND FAMILIES IN BOTH NEW YORK AND AFGHANISTAN. | $75,000 | |
| YOUTH REPRESENT | ||||||||
| 11 PARK PLACE SUITE 1512 | NEW YORK | NY | 10007 | N/A | PC | NEW SUPPORT TO HIRE A LICENSED CLINICAL SOCIAL WORKER TO WORK ALONGSIDE LAWYERS REPRESENTING YOUTH IN THE CRIMINAL JUSTICE SYSTEM. | $75,000 | |
| YWCA OF BROOKLYN INC | ||||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | N/A | PC | TO HIRE A LICENSED CLINICAL SOCIAL WORKER TO PROVIDE THERAPY AND OTHER NON-TRADITIONAL TRAUMA INFORMED CARE TO 300 WOMEN LIVING IN PERMANENT SUPPORTIVE HOUSING. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,419,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREETRN18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR RENEWED SUPPORT OF THE ACLUS NATIONAL PRISON PROJECT AND EFFORTS TO ADVANCE THE RIGHTS OF PRISONERS WITH MENTAL ILLNESS. | $300,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 191021479 | N/A | PC | RENEWED SUPPORT FOR CASE MANAGEMENT, COUNSELING AND CLIENT ADVOCACY TO ADDRESS MENTAL HEALTH CRISES AMONGST IMMIGRANTS. | $150,000 | |
| ASIAN AMERICAN FEDERATION | ||||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT FOR ACCESS NYC, AN ADVOCACY CAMPAIGN TO BUILD THE MENTAL HEALTH CAPACITY OF ASIAN- LED, ASIAN-SERVING ORGANIZATIONS. | $200,000 | |
| ASSOCIATION OF COMMUNITY LIVING AGENCIES IN MENTAL HEALTH | ||||||||
| 28 CORPORATE DRIVESUITE 102 | CLIFTON PARK | NY | 12065 | N/A | PC | RENEWED SUPPORT FOR BRING IT HOME, A CAMPAIGN TO INCREASE FUNDING FOR AGENCIES PROVIDING SERVICE TO PEOPLE WITH SERIOUS PSYCHIATRIC ILLNESSES. | $75,000 | |
| BIG PICTURE PHILADELPHIA | ||||||||
| 2300 W MASTER ST | PHILADELPHIA | PA | 19121 | N/A | PC | CONTINUED SUPPORT FOR EMOTIONAL AND BEHAVIORAL SERVICES AT TWO UNDER-RESOURCED PHILADELPHIA HIGH SCHOOLS. | $150,000 | |
| BREAKING GROUND | ||||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | TO TRAIN AND EQUIP 200 FRONTLINE OPERATIONS STAFF WITH SKILLS TO DE-ESCALATE CRISES AMONG SUPPORTIVE HOUSING RESIDENTS. | $44,000 | |
| BRONX CHARTER SCHOOL FOR CHILDREN | ||||||||
| 388 WILLIS AVENUE | BRONX | NY | 10454 | N/A | PC | RENEWED SUPPORT TO CREATE INDIVIDUALIZED MENTAL HEALTH AND WELLNESS PLANS FOR AT-RISK MIDDLE SCHOOLERS. | $150,000 | |
| C B COMMUNITY SCHOOLS | ||||||||
| 4101 FREELAND AVENUE | PHILADELPHIA | PA | 19128 | N/A | PC | RENEWED GENERAL SUPPORT FOR A TRAUMA-INFORMED INDEPENDENT HIGH SCHOOL THAT SERVES THE MOST AT-RISK, TRAUMATIZED STUDENTS WHO ARE CURRENTLY OR WERE PREVIOUSLY IN FOSTER CARE IN PHILADELPHIA. | $75,000 | |
| CARDINAL MCCLOSKEY COMMUNITY SERVICES | ||||||||
| 115 E STEVENS AVERNSTE LL5 | VALHALLA | NY | 10595 | N/A | PC | RENEWED SUPPORT TO HIRE A SUBSTANCE ABUSE SPECIALIST TO RESPOND TO AN INCREASE IN CO-OCCURRING ILLNESS IN THE WAKE OF COVID-19. | $150,000 | |
| CENTER FOR COMMUNITY ALTERNATIVES | ||||||||
| 25 CHAPEL STREET 7TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | NEW SUPPORT FOR PATHWAYS TO WELLNESS, WHICH PROVIDES PEOPLE DIVERTED FROM INCARCERATION WITH INDIVIDUALIZED MENTAL HEALTH PLANNING. | $150,000 | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | N/A | PC | FIRST TIME SUPPORT FOR CONNECTING UNDER-SERVED, OFTEN MARGINALIZED RESIDENTS WITH PARTICULAR FOCUS ON PUERTO RICAN DIASPORA COMMUNITIES, IN PHILADELPHIA AND NEW YORK CITY, TO MENTAL HEALTH CARE PROVIDERS. | $100,000 | |
| CHANCES FOR CHILDREN - NY | ||||||||
| 1178 ANDERSON AVENUE | BRONX | NY | 10452 | N/A | PC | RENEWED SUPPORT FOR EARLY INTERVENTION MENTAL HEALTH CARE FOR TEEN PARENTS, MANY IN THE FOSTER CARE SYSTEM ALREADY, AND THEIR CHILDREN. | $150,000 | |
| CHILD GUIDANCE RESOURCE CENTERS | ||||||||
| 2000 OLD WEST CHESTER PIKE | HAVERTOWN | PA | 19083 | N/A | PC | GENERAL | $150,000 | |
| CHILDREN'S VILLAGE PHILADELPHIA | ||||||||
| 125 N 8TH STREET | PHILADELPHIA | PA | 19106 | N/A | PC | NEW SUPPORT FOR A SCHOOL-BASED PROGRAM THAT PROVIDES BEHAVIORAL AND MENTAL HEALTH SUPPORTS TO LOW-INCOME IMMIGRANT CHILDREN AND THEIR FAMILIES. | $75,000 | |
| COMMUNITIES UNITED FOR POLICE REFORM (CPR) | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | TO DEVELOP A CITY-WIDE, MULTI-TIERED SYSTEM THAT REPLACES THE NYPD AS FIRST RESPONDERS TO NEW YORKERS EXPERIENCING A MENTAL HEALTH CRISIS AT HOME, ON THE STREET OR IN A PUBLIC SCHOOL. | $100,000 | |
| COMMUNITY ACCESS INC | ||||||||
| 17 BATTERY PLACE SUITE 1326 | NEW YORK | NY | 10004 | N/A | PC | FOR A CORONAVIRUS EMERGENCY RESPONSE PLAN TO SUPPORT HOMELESS NEW YORKERS MANAGING SIGNIFICANT MENTAL ILLNESS. | $75,000 | |
| COMUNILIFE INC | ||||||||
| 462 7TH AVENUE 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PC | RENEWED FUNDING FOR A SPECIAL PROJECTS ADMINISTRATOR TO EXPAND MEDICAL RESPITE FOR PEOPLE WITH SMI RECOVERING OR ISOLATING AS A RESULT OF COVID19. | $75,000 | |
| CORRECTIONAL ASSOCIATION OF NEW YORK | ||||||||
| POST OFFICE BOX 793 | BROOKLYN | NY | 11207 | N/A | PC | SUPPORT FOR A MENTAL HEALTH CHART REVIEW PROJECT AND ADVOCACY CAMPAIGN TO REFORM PROFOUND FLAWS IN THE NY STATE PRISON SYSTEMS APPROACH TO MENTAL HEALTH. | $300,000 | |
| COUNCIL FOR RELATIONSHIPS | ||||||||
| 4025 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | SUPPORT FOR TWO COMMUNITY-BASED RELATIONAL THERAPY PROGRAMS THAT PROVIDE HIGH QUALITY, SUBSIDIZED MENTAL HEALTH CARE TO LOW-INCOME PHILADELPHIANS. | $150,000 | |
| DAY ONE NEW YORK INC | ||||||||
| PO BOX 3220 CHURCH STREET STATION | NEW YORK | NY | 10008 | N/A | PC | RENEWED SUPPORT TO PROVIDE DIRECT MENTAL HEALTH TREATMENT FOR YOUNG SURVIVORS OF INTIMATE PARTNER VIOLENCE AND SEXUAL ASSAULT. | $150,000 | |
| FORT GREENE PARK CONSERVANCY INC | ||||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | N/A | PC | NEW SUPPORT FOR A PERSON-CENTERED INTERVENTION TRAINING RESPONSE PILOT, IN PARTNERSHIP WITH FOUNTAIN HOUSE, IN FORT GREENE PARK, BROOKLYN. | $150,000 | |
| FRESH YOUTH INITIATIVES INC | ||||||||
| 505 WEST 171ST STREET | NEW YORK | NY | 10032 | N/A | PC | TO SUPPORT A BI-LINGUAL SOCIAL WORKER ON A TEAM OF MENTAL HEALTH PROFESSIONALS SUPPORTING IMMIGRANT STUDENTS AT GREGORIO LUPERON HIGH SCHOOL IN WASHINGTON HEIGHTS. | $150,000 | |
| FROM PUNISHMENT TO PUBLIC HEALTH | ||||||||
| 524 W 59TH STREET ROOM 76536 NB | NEW YORK | NY | 10019 | N/A | PC | RENEWED SUPPORT TO CREATE A COALITION OF MENTAL HEALTH AND HOUSING ADVOCATES IN NEW YORK STATE. | $100,000 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | N/A | PC | NEW SUPPORT TO HIRE A PART-TIME SOCIAL WORKER TO INCREASE STUDENT CASELOADS AND PROGRAMMING FOR PARENTS AND ALUMNI. | $50,000 | |
| GETTING OUT AND STAYING OUT | ||||||||
| 201A EAST 124TH STREET | NEW YORK | NY | 10035 | N/A | PC | RENEWED SUPPORT FOR MORE PSYCHIATRIST HOURS AND TO RECRUIT AN ADDITIONAL CLINICIAN TO SERVE YOUTH ENGAGED IN AN ALTERNATIVE-TO-INCARCERATION PROGRAM. | $150,000 | |
| GRAHAM WINDHAM | ||||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | N/A | PC | TO MORE EFFECTIVELY ASSESS THE MENTAL HEALTH NEEDS OF FOSTER YOUTH AND ENGAGE WHERE APPROPRIATE THEIR PARENTS, AND THEIR FOSTER PARENTS IN THEIR TREATMENT AND CARE. | $150,000 | |
| HEDWIG HOUSE INC | ||||||||
| 109 JENKINS AVE | LANSDALE | PA | 19446 | N/A | PC | RENEWED SUPPORT, IN THE WAKE OF THE COVID-19 OUTBREAK, FOR THIS CLUBHOUSE THAT SERVES 200 RESIDENTS OF MONTGOMERY COUNTY, PENNSYLVANIA MANAGING SIGNIFICANT MENTAL ILLNESS. | $25,000 | |
| HESTER STREET COLLABORATIVE INC | ||||||||
| 113 HESTER ST | NEW YORK | NY | 10002 | N/A | PC | NEW SUPPORT FOR AN IN-DEPTH PARTICIPATORY PLANNING, DESIGN AND ADVOCACY CAMPAIGN TO TRANSFORM THE WAY NEW YORK CITY RESPONDS TO PEOPLE WITH SIGNIFICANT ILLNESS WHO ARE IN CRISIS. | $100,000 | |
| HETRICK-MARTIN INSTITUTE | ||||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | N/A | PC | TO SUPPORT AN ADDITIONAL PART-TIME LICENSED CLINICAL COUNSELOR FOR LGBTQ YOUTH IMPACTED BY THE COVID19 PANDEMIC. | $150,000 | |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILA INC DBA HIAS PA | ||||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | N/A | PC | FIRST TIME SUPPORT TO STRENGTHEN THE REMOTE OPERATIONS OF A LONGTIME SERVICE PROVIDER HELPING VULNERABLE REFUGEES AND IMMIGRANTS RESETTLING IN PHILADELPHIA. | $75,000 | |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | ||||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | N/A | PC | NEW SUPPORT TO EXPAND ANIMAL-ASSISTED AND HORTICULTURAL THERAPIES FOR TRAUMATIZED CHILD AND ADULT SURVIVORS OF SEXUAL ABUSE AND ASSAULT. | $100,000 | |
| LEGAL ACTION CENTER | ||||||||
| 225 VARICK STREET 4TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | RENEWED SUPPORT FOR MENTAL HEALTH PARITY IN NEW YORK STATE, ALONG WITH ENHANCED COMMUNITY-BASED CARE FOR PEOPLE WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. | $300,000 | |
| LEGAL AID SOCIETY | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | N/A | PC | RENEWED SUPPORT FOR A CAMPAIGN TO DIVERT PEOPLE WITH MENTAL ILLNESS FROM THE CRIMINAL JUSTICE SYSTEM, AND TO END NEW YORK STATE HOLDING MENTALLY ILL PEOPLE IN PRISON PAST THEIR SENTENCES. | $300,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | RENEWED SUPPORT FOR A SENIOR PSYCHIATRIC NURSE PRACTITIONER TO LEAD THE CLINICAL TEAM AT THE PARK AVENUE ARMORY WOMENS MENTAL HEALTH SHELTER. | $150,000 | |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | ||||||||
| 208 WEST 13TH STREET | NEW YORK | NY | 10011 | N/A | PC | NEW SUPPORT TO ENHANCE TREATMENT OF ISOLATED LGBTQ+ NEW YORKERS MANAGING A SIGNIFICANT MENTAL ILLNESS AND SUBSTANCE USE DISORDER MADE WORSE BY THE COVID-19 PANDEMIC. | $50,000 | |
| LUTHERAN SOCIAL MISSION SOCIETY OF PHILADELPHIA | ||||||||
| 1340 FRANKFORD AVENUE | PHILADELPHIA | PA | 19125 | N/A | PC | RENEWED SUPPORT FOR A FULL-TIME LICENSED CLINICAL SOCIAL WORKER AT JANE ADDAMS PLACE, A TRANSITIONAL RESIDENCE FOR HOMELESS FAMILIES AND THEIR CHILDREN. | $50,000 | |
| MIGHTY WRITERS | ||||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PC | TO SUPPORT STRESS REDUCTION, MINDFULNESS WORKSHOPS FOR 4000 PHILADELPHIA KIDS PARTICIPATING IN AN INNOVATIVE PROGRAM TO IMPROVE CRITICAL THINKING, WRITING AND ACADEMIC ACHIEVEMENT. | $30,000 | |
| MISSION SOCIETY OF NEW YORK CITY | ||||||||
| 646 MALCOLM X BLVD | NEW YORK | NY | 10037 | N/A | PC | NEW SUPPORT TO PROVIDE MENTAL HEALTH SERVICES TO 600 OVER-AGE, UNDER-CREDITED NEW YORK CITY HIGH SCHOOLERS OVERCOMING MULTIPLE ADVERSE CHILDHOOD EXPERIENCES. | $75,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY | ||||||||
| 505 8TH AVENUE SUITE 1103 | NEW YORK | NY | 10018 | N/A | PC | TO LAUNCH AN ADVOCACY INITIATIVE THAT WILL TRAIN 240 ADVOCATES WHO WILL REACH POLICYMAKERS IN ALL 51 DISTRICTS OF NEW YORK CITY. | $150,000 | |
| NATIONAL NURSE-LED CARE CONSORTIUM | ||||||||
| CENTRE SQUARE WEST1500 MARKET STLM | PHILADELPHIA | PA | 19102 | N/A | PC | RENEWED SUPPORT TO CREATE A NEW MODEL OF REIMBURSABLE MENTAL HEALTH CARE THROUGH NURSE-LED HOME VISITS FOR NEW PARENTS AND THEIR CHILDREN IN PHILADELPHIA. | $200,000 | 500 |
| NEW YORK COUNCIL ON ADOPTABLE CHILDREN | ||||||||
| 333 WEST 39TH STREET SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | TO PROVIDE MORE IN-DEPTH MENTAL HEALTH CARE TO FAMILIES ADOPTING SOME OF THE MOST TRAUMATIZED CHILDREN IN NEW YORK CITYS FOSTER CARE SYSTEM. | $150,000 | |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | ||||||||
| 151 WEST 30TH STREETRN11TH FLOO | NEW YORK | NY | 100014017 | N/A | PC | RENEWED SUPPORT FOR AN ADVOCACY CAMPAIGN TO ENACT A SYSTEM OF NON-POLICE RESPONSE TO PEOPLE WITH SERIOUS MENTAL ILLNESS WHO ARE IN CRISIS. | $200,000 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 SEVENTH AVENUE SUITE 403 | NEW YORK | NY | 10123 | N/A | PC | TO PILOT BETTER, MORE ACCURATE TRAUMA-INFORMED CARE PLANS FOR CHILDREN AWAITING A KIN OR FOSTER CARE PLACEMENT. | $75,000 | |
| NORTHERN MANHATTAN IMPROVEMENT CORPORATION | ||||||||
| 45 WADSWORTH AVENUE | NEW YORK | NY | 10033 | N/A | PC | RENEWED SUPPORT TO ENABLE THIS IMMIGRANT-SERVING ORGANIZATION TO CREATE A SUSTAINABLE REVENUE MODEL FOR THEIR CONNECTIONS TO CARE MENTAL HEALTH INITIATIVE. | $150,000 | |
| PARTNERSHIP WITH CHILDREN | ||||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | N/A | PC | TO SUPPORT THE CONTINUED DEVELOPMENT OF TRAUMA-INFORMED MENTAL HEALTH SERVICES FOR COMMUNITY SCHOOLS IN NEW YORK CITY. | $150,000 | |
| PEOPLE'S EMERGENCY CENTER | ||||||||
| 325 N 39TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | FOR BEHAVIORAL HEALTH SERVICES THERAPISTS TO SERVE YOUTH EXITING PHILADELPHIAS FOSTER CARE SYSTEM, AND OTHER FORMERLY HOMELESS FAMILIES SETTLING IN PERMANENT SUPPORTIVE HOUSING. | $150,000 | |
| PHILADELPHIA BAIL FUND | ||||||||
| PO BOX 22316 | PHILADELPHIA | PA | 19110 | N/A | PC | NEW SUPPORT FOR PEER TRAINING, A MONTHLY HEALING TO EMPOWERMENT THERAPEUTIC CIRCLE, AND CASH ASSISTANCE FOR THERAPY OR PSYCHIATRIC CARE. | $120,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| 1727-29 MT VERNON STREET | PHILADELPHIA | PA | 19130 | N/A | PC | RENEWED SUPPORT FOR A MENTAL HEALTH MURAL PROJECT CELEBRATING BLACK JOY THAT WILL CONNECT LOCAL RESIDENTS TO MENTAL HEALTH RESOURCES. | $100,000 | |
| PRISONERS' LEGAL SERVICES OF NEW YORK | ||||||||
| 41 STATE STREET SUITE 112 | ALBANY | NY | 12207 | N/A | PC | RENEWED SUPPORT TO PROVIDE INDIVIDUALIZED RELEASE PLANS, INCLUDING MENTAL HEALTH CARE, FOR THOSE COMPLETING THEIR SENTENCES IN NEW YORK STATE CORRECTIONAL FACILITIES. | $150,000 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | N/A | PC | TO EXPAND MENTAL HEALTH SERVICES FOR THE HOMELESS AND THOSE WITH CO-OCCURRING MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES AT TWO INNOVATIVE SITES IN PHILADELPHIA. | $150,000 | |
| PUBLIC CITIZENS FOR CHILDREN AND YOUTH | ||||||||
| 990 SPRING GARDEN STREETRNSUITE | PHILADELPHIA | PA | 19123 | N/A | PC | NEW SUPPORT FOR A CAMPAIGN TO GIVE 2,000 PHILADELPHIA PUBLIC SCHOOL CHILDREN ACCESS TO HIGH QUALITY BEHAVIORAL AND MENTAL HEALTH CARE CURRENTLY INACCESSIBLE TO THEM AND THEIR FAMILIES. | $200,000 | |
| RESTORE NYC | ||||||||
| PO BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | N/A | PC | NEW SUPPORT TO ADD A CLINICIAN AND PROVIDE ADVANCED TRAINING TO A CLINICAL TEAM SERVING SURVIVORS OF HUMAN TRAFFICKING WHO IDENTIFY AS WOMEN. | $100,000 | |
| SAINT DOMINIC'S FAMILY SERVICES | ||||||||
| 853 LONGWOOD AVENUE SUITE 202 | BRONX | NY | 10459 | N/A | PC | RENEWED SUPPORT FOR THE CHILDRENS MENTAL HEALTH TREATMENT PROGRAM. | $75,000 | |
| SAKHI FOR SOUTH ASIAN WOMEN | ||||||||
| POBOX 1333 CHURCH ST STATION | NEW YORK | NY | 10008 | N/A | PC | TO MOVE A BILINGUAL, LICENSED CLINICAL COUNSELOR POSITION TO FULL-TIME AND EXPAND MENTAL HEALTH COUNSELING FOR SOUTH ASIAN IMMIGRANT WOMEN OVERCOMING DOMESTIC VIOLENCE. | $200,000 | |
| SCO FAMILY OF SERVICES | ||||||||
| 1 ALEXANDER PLACE | GLEN COVE | NY | 11542 | N/A | PC | RENEWED SUPPORT TO PROMOTE BETTER COLLABORATION AND ENHANCE INFANT MENTAL HEALTH CARE ACROSS SEVERAL PROGRAMS IN ONE OF NEW YORK CITYS LARGEST PROVIDERS OF CHILD SERVICES. | $150,000 | |
| SEAMAAC | ||||||||
| 1711 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | GENERAL | $200,000 | |
| SEAMEN'S SOCIETY FOR CHILDREN AND FAMILIES | ||||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | NEW SUPPORT TO IMPLEMENT TRAUMA SYSTEMS THERAPY FOR HIGHLY TRAUMATIZED FOSTER YOUTH. | $50,000 | |
| THE BRIDGE INC | ||||||||
| 290 LENOX AVENUE 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | RENEWED SUPPORT FOR MAGIC, AN AGING SERVICES PROGRAM FOR OLDER ADULTS WITH COMPLEX PHYSICAL AND MENTAL HEALTH CONDITIONS. | $150,000 | |
| THE BRONX DEFENDERS | ||||||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | N/A | PC | SUPPORT TO HIRE AN ADDITIONAL, SPECIALIZED SOCIAL WORKER FOR HEALTH MOTHERS HEALTHY BABIES PROJECT. | $150,000 | |
| THE FAMILY CENTER INC | ||||||||
| 493 NOSTRAND AVENUE 3RD FLOOR | BROOKLYN | NY | 11216 | N/A | PC | RENEWED SUPPORT FOR REMOTE AND SOME HOME-BASED THERAPEUTIC SERVICES FOR 110 CHILDREN WITH THE MOST SEVERE TRAUMA. | $75,000 | |
| THE FLOATING HOSPITAL INC | ||||||||
| GRAND CENTRAL STATION PO BOX 3391 | NEW YORK | NY | 10163 | N/A | PC | RENEWED SUPPORT FOR TWO PSYCHIATRIC CLINICIANS TO ADDRESS PANDEMIC RELATED MENTAL HEALTH NEEDS OF HOMELESS FAMILIES. | $150,000 | |
| THE FORTUNE SOCIETY INC | ||||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | N/A | PC | RENEWED SUPPORT FOR WELCOME HOME, A PROGRAM TO COMBAT THE STIGMA OF MENTAL HEALTH TREATMENT AMONG PEOPLE ADAPTING TO LIVES AFTER INCARCERATION. | $150,000 | |
| THE JERICHO PROJECT | ||||||||
| 245 W 29TH STSUITE 902 | NEW YORK | NY | 100015208 | N/A | PC | RENEWED SUPPORT TO EXPAND MENTAL HEALTH SERVICES AT FOUR SUPPORTIVE HOUSING SITES. | $90,000 | |
| THERAPY CENTER OF PHILADELPHIA | ||||||||
| 1315 WALNUT STREET SUITE 1004 | PHILADELPHIA | PA | 19107 | N/A | PC | RENEWED SUPPORT TO SUBSIDIZE TREATMENT FOR FINANCIALLY ANXIOUS CLIENTS, BUILD OUT THEIR CLIENT INTAKE DEPARTMENT, DEVELOP SUSTAINABLE INCOME SOURCES, AND PROVIDE THERAPIST TRAINING AND CLIENT ACCESS TO EVIDENCE-BASED TRAUMA THERAPIES USING EMDR. | $50,000 | |
| UNION SETTLEMENT ASSOCIATION INC | ||||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | N/A | PC | RENEWED SUPPORT TO EXPAND CHILD-PARENT AND CREATIVE ARTS THERAPY AND FURTHER BUILD THE CAPACITY OF THEIR EARLY CHILDHOOD MENTAL PROGRAM. | $150,000 | |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | ||||||||
| 184 ELDRIDGE STREET | NEW YORK | NY | 10002 | N/A | PC | RENEWED SUPPORT TO RECRUIT A LICENSED CLINICAL SUPERVISOR FOR FAMILIES THRIVING, A PROGRAM WHICH PROVIDES INDIVIDUALIZED MENTAL HEALTH TREATMENT TO TRAUMATIZED KIDS AND THEIR FAMILIES. | $150,000 | |
| URBAN PATHWAYS INC | ||||||||
| 575 EIGHTH AVENUE16TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | RENEWED SUPPORT FOR A BEHAVIORAL HEALTH TRAINING PROJECT TO BETTER TRAIN AND SUPPORT FRONTLINE STAFF SERVING CLIENTS MANAGING CO-OCCURRING MENTAL HEALTH AND SUBSTANCE USE CHALLENGES. | $150,000 | |
| URBAN YOUTH ALLIANCE INTERNATIONAL | ||||||||
| 432 EAST 149TH STREET 2ND FLOOR | BRONX | NY | 10455 | N/A | PC | RENEWED SUPPORT FOR ENHANCED MENTAL HEALTH CARE FOR 40 NEW YORK CITY AND PHILADELPHIA YOUTH QUALIFYING FOR AN ALTERNATIVE TO INCARCERATION. | $225,000 | BRONX 10455 |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | N/A | PC | RENEWED SUPPORT TO EXPAND THE ORGANIZATIONS THERAPY TEAM IN PHILADELPHIA THROUGH HIRING AND TRAINING A THERAPY SPECIALIST. | $50,000 | |
| WOAR - PHILADELPHIA CENTER AGAINST SEXUAL VIOLENCE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 191021479 | N/A | PC | TO HIRE A CLINICAL GROUP COORDINATOR, IMPROVE GROUP COUNSELING, AND MEET THE GROWING DEMAND FOR COMMUNITY-BASED TRAUMA PROCESS YOGA GROUPS. | $75,000 | |
| WOMEN FOR AFGHAN WOMEN INC | ||||||||
| 158-24 73RD AVE | FRESH MEADOWS | NY | 11366 | N/A | PC | SUPPORT FOR A SIGNIFICANTLY-GROWING NUMBER OF DEEPLY TRAUMATIZED IMMIGRANT AND REFUGEE WOMEN, CHILDREN, MEN AND FAMILIES IN BOTH NEW YORK AND AFGHANISTAN. | $150,000 | |
| YOUTH REPRESENT | ||||||||
| 11 PARK PLACE SUITE 1512 | NEW YORK | NY | 10007 | N/A | PC | NEW SUPPORT TO HIRE A LICENSED CLINICAL SOCIAL WORKER TO WORK ALONGSIDE LAWYERS REPRESENTING YOUTH IN THE CRIMINAL JUSTICE SYSTEM. | $150,000 | |
| YWCA OF BROOKLYN INC | ||||||||
| 30 THIRD AVENUE | BROOKLYN | NY | 11217 | N/A | PC | TO HIRE A LICENSED CLINICAL SOCIAL WORKER TO PROVIDE THERAPY AND OTHER NON-TRADITIONAL TRAUMA INFORMED CARE TO 300 WOMEN LIVING IN PERMANENT SUPPORTIVE HOUSING. | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,659,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,832,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $799 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,365,490 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME THROUGH K-1'S | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,285 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,486 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,201,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,199,164 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $11,614 | $0 | $10,319 |
| AUDIT AND TAX PREPARATION FEES | $16,500 | $0 | $19,500 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE &CO NOTE 4.50000% 01/24/2022 (500,000 SHARES) | $501,165 | $501,165 |
| ABBVIE INC NOTE CALL MAKE WHOLE 2.90000% 11/06/2022 (500,000 SHARES) | $509,220 | $509,220 |
| JPMORGAN CHASE &CO NOTE 3.87500% 02/01/2024 ISIN #US46625HJT86 (260,000 SHAR | $275,288 | $275,288 |
| HOME DEPOT INC NOTE CALL MAKE WHOLE A97 3.75000% 02/15/2024 (500,000 SHARES) | $527,100 | $527,100 |
| ORACLE CORP NOTE CALL MAKE WHOLE 2.95000% 05/15/2025 (600,000 SHARES) | $623,208 | $623,208 |
| BANK AMER CORP MTN 3.87500% 08/01/2025 (750,000 SHARES) | $813,292 | $813,292 |
| AT&T INC NOTE CALL MAKE WHOLE 4.25000% 3/1/2027 (1,000,000 SHARES) | $1,109,890 | $1,109,890 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (214 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC (2,153 SHARES) | $892,526 | $892,526 |
| ADVANCE AUTO PARTS INC (6,349 SHARES) | $1,522,998 | $1,522,998 |
| ALPHABET INC CAP STK CL A (731 SHARES) | $2,117,736 | $2,117,736 |
| AMERISOURCEBERGEN CORPORATION COM (7,725 SHARES) | $1,026,575 | $1,026,575 |
| ANSYS INC COM USD0.01 (1,369 SHARES) | $549,133 | $549,133 |
| APTIV PLC COM USD0.01 ISIN #JE00B783TY65 (7,630 SHARES) | $1,258,568 | $1,258,568 |
| ARISTA NETWORKS INC COM USD0.0001 (8,768 SHARES) | $1,260,400 | $1,260,400 |
| BECTON DICKINSON &CO COM USD1.00 (5,721 SHARES) | $1,438,717 | $1,438,717 |
| CIGNA CORP NEW COM (6,959 SHARES) | $1,597,995 | $1,597,995 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP COM (15,405 SHARES) | $1,366,732 | $1,366,732 |
| COLGATE-PALMOLIVE CO COM USD1.00 (13,837 SHARES) | $1,180,850 | $1,180,850 |
| COMCAST CORP (33,350 SHARES) | $1,678,505 | $1,678,505 |
| COMPASS GROUP PLC SPON ADR EACH REP 1 (56,670 SHARES) | $1,267,255 | $1,267,255 |
| COSTAR GROUP INC (10,518 SHARES) | $831,238 | $831,238 |
| CSX CORP COM USD1 (33,249 SHARES) | $1,250,162 | $1,250,162 |
| DANAHER CORPORATION COM (3,578 SHARES) | $1,177,198 | $1,177,198 |
| DISCOVERY INC COM SER A (39,816 SHARES) | $937,269 | $937,269 |
| FISERV INC (6,244 SHARES) | $648,065 | $648,065 |
| GODADDY INC CL A (12,753 SHARES) | $1,082,220 | $1,082,220 |
| GRAINGER W W INC COM USD0.50 (2,838 SHARES) | $1,470,765 | $1,470,765 |
| INTERCONTINENTAL EXCHANGE INC COM (11,353 SHARES) | $1,552,750 | $1,552,750 |
| INTUIT INC (1,633 SHARES) | $1,050,378 | $1,050,378 |
| JPMORGAN CHASE & CO (9,016 SHARES) | $1,427,684 | $1,427,684 |
| MASTERCARD INCORPORATED CL A (4,101 SHARES) | $1,473,571 | $1,473,571 |
| MEDTRONIC PLC (8,031 SHARES) | $830,807 | $830,807 |
| MICROSOFT CORP (7,371 SHARES) | $2,479,015 | $2,479,015 |
| NATIONAL GRID SPON ADR EACH REP 5 ORD (16,433 SHARES) | $1,188,435 | $1,188,435 |
| OTIS WORLDWIDE CORP COM (8,899 SHARES) | $774,836 | $774,836 |
| PROGRESSIVE CORP COM (14,342 SHARES) | $1,472,206 | $1,472,206 |
| ROCHE HOLDINGS ADR (34,482 SHARES) | $1,793,374 | $1,793,374 |
| SHERWIN-WILLIAMS CO (2,707 SHARES) | $953,297 | $953,297 |
| STANLEY BLACK & DECKER INC (6,009 SHARES) | $1,133,418 | $1,133,418 |
| STARBUCKS CORP COM USD0.001 (6,568 SHARES) | $768,259 | $768,259 |
| TEXAS INSTRUMENTS INC COM USD1.00 (9,454 SHARES) | $1,781,795 | $1,781,795 |
| UNILEVER PLC SPON ADR NEW (22,557 SHARES) | $1,213,341 | $1,213,341 |
| UNITED RENTALS INC (2,194 SHARES) | $729,044 | $729,044 |
| VESTAS WIND SYS AS UNSP ADR (76,800 SHARES) | $782,822 | $782,822 |
| ZEBRA TECHNOLOGIES CORPORATION CL A (1,955 SHARES) | $1,163,616 | $1,163,616 |
| INTERNATIONAL FLAVORS &FRAGRANCES COM (53,948 SHARES) | $8,127,266 | $8,127,266 |
| CLEVELAND-CLIFFS INC NEW COM (3,935 SHARES) | $85,665 | $85,665 |
| CMC MATERIALS INC COM (238 SHARES) | $45,622 | $45,622 |
| ENTEGRIS INC (202 SHARES) | $27,993 | $27,993 |
| AERCAP HOLDINGS N.V. EUR0.01 (1,290 SHARES) | $84,392 | $84,392 |
| AMNEAL PHARMACEUTICALS INC COM STK CL A (4,060 SHARES) | $19,447 | $19,447 |
| CONDUENT INC COM (10,945 SHARES) | $58,446 | $58,446 |
| CRITEO ADR REP ORD (4,130 SHARES) | $160,533 | $160,533 |
| EMERGENT BIOSOLUTIONS INC (662 SHARES) | $28,777 | $28,777 |
| HAIN CELESTIAL GROUP INC (1,120 SHARES) | $47,723 | $47,723 |
| HARSCO CORP (3,085 SHARES) | $51,550 | $51,550 |
| LOYALTY VENTURES INC COMMON STOCK (132 SHARES) | $3,969 | $3,969 |
| MOLINA HEALTHCARE INC (250 SHARES) | $79,520 | $79,520 |
| TREEHOUSE FOODS INC (950 SHARES) | $38,504 | $38,504 |
| BOX INC CL A (1,337 SHARES) | $35,016 | $35,016 |
| CALERES INC COM (861 SHARES) | $19,527 | $19,527 |
| CHATHAM LODGING TRUST (568 SHARES) | $7,793 | $7,793 |
| CHICO S FAS INC (2,505 SHARES) | $13,477 | $13,477 |
| CHILDRENS PL INC NEW COM (415 SHARES) | $32,905 | $32,905 |
| KAR AUCTION SERVICES INC COM USD0.01 (2,921 SHARES) | $45,626 | $45,626 |
| LIONS GATE ENTERTAINMENT CORP CL B NON (5,317 SHARES) | $81,829 | $81,829 |
| SEAWORLD ENTERTAINMENT INC (555 SHARES) | $35,997 | $35,997 |
| STERICYCLE INC COM ISIN #US8589121081 (960 SHARES) | $57,254 | $57,254 |
| SUNSTONE HOTEL INVESTORS INC (1,287 SHARES) | $15,097 | $15,097 |
| TEMPUR SEALY INTERNATIONAL INC (1,540 SHARES) | $72,426 | $72,426 |
| DEVON ENERGY CORP NEW (18,266 SHARES) | $94,487 | $94,487 |
| DRIL-QUIP INC COM (741 SHARES) | $14,583 | $14,583 |
| OIL STATES INTERNATIONAL INC COM USD0.01 (2,577 SHARES) | $12,808 | $12,808 |
| PATTERSON-UTI ENERGY INC COM (1,265 SHARES) | $10,689 | $10,689 |
| TECHNIPFMC PLC USD1 (3,186 SHARES) | $18,861 | $18,861 |
| ALLIANCE DATA SYSTEM COM USD0.01 (332 SHARES) | $22,101 | $22,101 |
| BANKUNITED INC (1,570 SHARES) | $66,427 | $66,427 |
| COMERICA INC (830 SHARES) | $72,210 | $72,210 |
| EHEALTH INC (664 SHARES) | $16,932 | $16,932 |
| HUNTINGTON BANCSHARES INC COM USD0.01 (3,825 SHARES) | $58,982 | $58,982 |
| TEXAS CAP BANCSHARES INC COM (955 SHARES) | $57,539 | $57,539 |
| ACADIA HEALTHCARE COMPANY INC COM (1,090 SHARES) | $66,163 | $66,163 |
| PATTERSON COS INC COM (865 SHARES) | $25,388 | $25,388 |
| AVERY DENNISON CORP COM USD1 (398 SHARES) | $86,195 | $86,195 |
| BABCOCK &WILCOX ENTERPRISES I COM (6,673 SHARES) | $60,190 | $60,190 |
| CLEAN HARBORS INC (430 SHARES) | $42,901 | $42,901 |
| CROWN HLDGS INC COM (1,185 SHARES) | $131,085 | $131,085 |
| ENERPAC TOOL GROUP CORP CL A COM (1,050 SHARES) | $21,294 | $21,294 |
| VALMONT INDUSTRIES INC (135 SHARES) | $33,818 | $33,818 |
| RLJ LODGING TRUST (1,120 SHARES) | $15,602 | $15,602 |
| ACCURAY INCORPORATED COM USD0.001 (6,130 SHARES) | $29,240 | $29,240 |
| ATRICURE INC (550 SHARES) | $38,242 | $38,242 |
| AVANOS MED INC COM (829 SHARES) | $28,741 | $28,741 |
| BLOOM ENERGY CORP COM CL A (980 SHARES) | $21,491 | $21,491 |
| CARDIOVASCULAR SYSTEMS INC (747 SHARES) | $14,029 | $14,029 |
| CHARLES RIVER LABORATORIES INTERNATIONAL (178 SHARES) | $67,067 | $67,067 |
| CIENA CORP (1,830 SHARES) | $140,855 | $140,855 |
| COGNYTE SOFTWARE LTD COM NPV WI (2,622 SHARES) | $41,087 | $41,087 |
| CYTOSORBENTS CORP (1,438 SHARES) | $6,025 | $6,025 |
| DIEBOLD NIXDORF INC COM STK (2,835 SHARES) | $25,657 | $25,657 |
| EMCORE CORP (2,170 SHARES) | $15,147 | $15,147 |
| FLUIDIGM CORP (4,875 SHARES) | $19,110 | $19,110 |
| HAEMONETICS CORP MASS COM (691 SHARES) | $36,651 | $36,651 |
| II-VI INC COM (395 SHARES) | $26,990 | $26,990 |
| IMPINJ INC COM (150 SHARES) | $13,305 | $13,305 |
| INFINERA CORP COM (2,955 SHARES) | $28,338 | $28,338 |
| ITRON INC (805 SHARES) | $55,159 | $55,159 |
| KYNDRYL HLDGS INC COMMON STOCK (,309 SHARES) | $23,693 | $23,693 |
| MACOM TECH SOLUTIONS HLDGS INC COM (1,480 SHARES) | $115,884 | $115,884 |
| MANDIANT INC COM (3,940 SHARES) | $69,108 | $69,108 |
| NEW RELIC INC COM (400 SHARES) | $43,984 | $43,984 |
| ONESPAN INC COM (1,670 SHARES) | $28,273 | $28,273 |
| ORASURE TECHNOLOGIES INC (2,718 SHARES) | $23,619 | $23,619 |
| OSI SYSTEMS INC (355 SHARES) | $33,086 | $33,086 |
| PING IDENTITY HLDG CORP COM (1,379 SHARES) | $31,552 | $31,552 |
| QUANTUM CORP COM NEW (8,288 SHARES) | $45,750 | $45,750 |
| RADWARE LTD COM ILS0.05 (637 SHARES) | $26,525 | $26,525 |
| RAMBUS INC (3,420 SHARES) | $100,514 | $100,514 |
| RESIDEO TECHNOLOGIES INC COM (4,010 SHARES) | $104,380 | $104,380 |
| RIBBON COMMUNICATIONS INC COM (3,715 SHARES) | $22,476 | $22,476 |
| SPIRIT AEROSYSTEMS HOLDINGS INC (550 SHARES) | $23,700 | $23,700 |
| STRATASYS LTD (2,568 SHARES) | $62,890 | $62,890 |
| THE ODP CORP COM (1,307 SHARES) | $51,339 | $51,339 |
| UNISYS CORP (4,051 SHARES) | $83,329 | $83,329 |
| VAREX IMAGING CORP COM (1,004 SHARES) | $31,676 | $31,676 |
| VEECO INSTRUMENTS INC (3,270 SHARES) | $93,097 | $93,097 |
| VERINT SYSTEMS INC (1,285 SHARES) | $67,475 | $67,475 |
| VIAVI SOLUTIONS INC COM ISIN (2,850 SHARES) | $50,217 | $50,217 |
| XPERI HOLDING CORP COM (4,098 SHARES) | $77,493 | $77,493 |
| ORMAT TECHNOLOGIES INC (1,020 SHARES) | $80,886 | $80,886 |
| VISTRA CORP COM (2,321 SHARES) | $52,849 | $52,849 |
| CEVA INC (545 SHARES) | $23,566 | $23,566 |
| INNOVIZ TECHNOLOGIES LTD SHS ISIN (1,826 SHARES) | $11,577 | $11,577 |
| ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 (105.000 SHARES) | $43,528 | $43,528 |
| EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 (491.000 SHARES) | $84,855 | $84,855 |
| LINDE PLC SH ISIN#IE00BZ12WP82 (123.000 SHARES) | $42,611 | $42,611 |
| MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 (251.000 SHARES) | $25,966 | $25,966 |
| TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967 (485.000 SHARES) | $97,985 | $97,985 |
| APTIV PLC SHS COM (234.000 SHARES) | $38,598 | $38,598 |
| ASML HLDG N V N Y REGISTRY SHS NEW 2012 (149.000 SHARES) | $118,625 | $118,625 |
| NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 (223.000 SHARES) | $50,795 | $50,795 |
| AFLAC INC COM (603.000 SHARES) | $35,209 | $35,209 |
| ADOBE SYS INC COM (135.000 SHARES) | $76,553 | $76,553 |
| ALPHABET INC CL A (97.000 SHARES) | $281,013 | $281,013 |
| AMERICAN WTR WKS CO INC NEW COM (569.000 SHARES) | $107,461 | $107,461 |
| ANSYS INC COM (88.000 SHARES) | $35,299 | $35,299 |
| ANTHEM INC COM STK (81.000 SHARES) | $37,547 | $37,547 |
| APPLE INC COM (682.000 SHARES) | $121,103 | $121,103 |
| ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 (1,180.000 SHARES) | $68,735 | $68,735 |
| AUTODESK INC COM (188.000 SHARES) | $52,864 | $52,864 |
| BALL CORP COM (275.000 SHARES) | $26,474 | $26,474 |
| BANK OF AMERICA CORPORATION COM (1,424.000 SHARES) | $63,354 | $63,354 |
| BAYERISCHE MOTOREN WERKE A G SPONSORED ADR ISIN#US0727433056 (789.000 SHARES | $26,353 | $26,353 |
| BECTON DICKINSON & CO (166.000 SHARES) | $41,746 | $41,746 |
| BLACKBAUD INC COM (770.000 SHARES) | $60,815 | $60,815 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM (502.000 SHARES) | $63,192 | $63,192 |
| COSTCO WHOLESALE CORP NEW COM (86.000 SHARES) | $48,822 | $48,822 |
| DISNEY WALT CO DISNEY COM (140.000 SHARES) | $21,685 | $21,685 |
| EAST WEST BANCORP INC COM (698.000 SHARES) | $54,919 | $54,919 |
| ECOLAB INC COM (257.000 SHARES) | $60,290 | $60,290 |
| ETSY INC COM (345.000 SHARES) | $75,534 | $75,534 |
| FIRST REP BK SAN FRANCISCO CALIF NEW COM (256.000 SHARES) | $52,867 | $52,867 |
| FIRST SOLAR INC COM (527.000 SHARES) | $45,933 | $45,933 |
| GILEAD SCIENCES INC (288.000 SHARES) | $20,912 | $20,912 |
| HEXCEL CORP NEW COM (626.000 SHARES) | $32,427 | $32,427 |
| HOME DEPOT INC COM (142.000 SHARES) | $58,931 | $58,931 |
| HUNT J B TRANS SVCS INC COM (178.000 SHARES) | $36,383 | $36,383 |
| IPG PHOTONICS CORP COM (367.000 SHARES) | $63,175 | $63,175 |
| INTL FLAVORS & FRAGRANCES INC (172.000 SHARES) | $25,912 | $25,912 |
| IQVIA HLDGS INC COM (197.000 SHARES) | $55,582 | $55,582 |
| ITRON INC COM (693.000 SHARES) | $47,484 | $47,484 |
| JONES LANG LASALLE INC COM (107.000 SHARES) | $28,819 | $28,819 |
| KBC GROUP NV ADR ISIN#US48241F1049 (1,164 SHARES) | $50,168 | $50,168 |
| LHC GROUP INC COM (323.000 SHARES) | $44,325 | $44,325 |
| LPL FINL HLDGS INC COM (170.000 SHARES) | $27,215 | $27,215 |
| LAMB WESTON HLDGS INC COM (361.000 SHARES) | $22,880 | $22,880 |
| LULULEMON ATHLETICA INC COM (83.000 SHARES) | $32,490 | $32,490 |
| MSCI INC COM (100.000 SHARES) | $61,269 | $61,269 |
| MASTERCARD INC CL A COM (386.000 SHARES) | $138,698 | $138,698 |
| MCCORMICK & CO INC COM NON VTG (725.000 SHARES) | $70,042 | $70,042 |
| MERCK & CO INC NEW COM (339.000 SHARES) | $25,981 | $25,981 |
| MICROSOFT CORP COM (459.000 SHARES) | $154,371 | $154,371 |
| NEW YORK TIMES CO CL A (1,678.000 SHARES) | $81,047 | $81,047 |
| NIKE INC CL B (597.000 SHARES) | $99,502 | $99,502 |
| OMNICELL INC COM (581.000 SHARES) | $104,836 | $104,836 |
| ORGANON & CO COM (33.000 SHARES) | $1,005 | $1,005 |
| ORMAT TECHNOLOGIES INC COM (625.000 SHARES) | $49,563 | $49,563 |
| PNC FINL SVCS GROUP INC COM (197.000 SHARES) | $39,502 | $39,502 |
| PALO ALTO NETWORKS INC COM (274.000 SHARES) | $152,552 | $152,552 |
| PAYCOM SOFTWARE INC COM (51.000 SHARES) | $21,175 | $21,175 |
| PAYPAL HLDGS INC COM (651.000 SHARES) | $122,766 | $122,766 |
| PENUMBRA INC COM (140.000 SHARES) | $40,225 | $40,225 |
| PROCTER & GAMBLE CO COM (290.000 SHARES) | $47,438 | $47,438 |
| QUEST DIAGNOSTICS INC COM (262.000 SHARES) | $45,329 | $45,329 |
| REINSURANCE GROUP AMER INC COM NEW (113.000 SHARES) | $12,372 | $12,372 |
| ROCHE HLDGS LTD SPONSORED ADR ISIN#US7711951043 (970.000 SHARES) | $50,139 | $50,139 |
| SBA COMMUNICATIONS CORP NEW CL A (146.000 SHARES) | $56,797 | $56,797 |
| SVB FINL GROUP COM (206.000 SHARES) | $139,717 | $139,717 |
| SALESFORCE.COM INC COM STOCK (242.000 SHARES) | $61,499 | $61,499 |
| SIEMENS A G SPONSORED ADR ISIN#US8261975010 (319.000 SHARES) | $27,625 | $27,625 |
| SOLAREDGE TECHNOLOGIES INC COM (177.00 SHARES) | $49,661 | $49,661 |
| STARBUCKS CORP COM (590.000 SHARES) | $69,012 | $69,012 |
| STRYKER CORP COMMON (77.000 SHARES) | $20,591 | $20,591 |
| SUNRUN INC COM (586.000 SHARES) | $20,100 | $20,100 |
| SYNEOS HEALTH INC CL A (404.000 SHARES) | $41,483 | $41,483 |
| TJX COS INC NEW COM (475.000 SHARES) | $36,062 | $36,062 |
| TPI COMPOSITES INC COM (732.000 SHARES) | $10,951 | $10,951 |
| TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR (672.000 SHARES) | $80,848 | $80,848 |
| TARGET CORP COM (163.000 SHARES) | $37,725 | $37,725 |
| TETRA TECH INC NEW COM (218.000 SHARES) | $37,016 | $37,016 |
| THERMO FISHER SCIENTIFIC INC COM (45.000 SHARES) | $30,026 | $30,026 |
| TARGET CORP COM (144.000 SHARES) | $34,358 | $34,358 |
| TRAVELERS COS INC COM (692.000 SHARES) | $108,250 | $108,250 |
| UNILEVER PLC SPON ADR NEW ISIN#US9047677045 (1,370.000 SHARES) | $73,692 | $73,692 |
| UNITED PARCEL SVC INC CL B (128.000 SHARES) | $27,436 | $27,436 |
| V F CORP COM (832.000 SHARES) | $60,919 | $60,919 |
| VERISK ANALYTICS INC COM (182.000 SHARES) | $41,629 | $41,629 |
| WABTEC COM (856.000 SHARES) | $78,846 | $78,846 |
| WEST PHARMACEUTICAL SVCS INC COM (47.000 SHARES) | $22,043 | $22,043 |
| WOLFSPEED INC COM (696.000 SHARES) | $77,792 | $77,792 |
| XYLEM INC COM (844.000 SHARES) | $101,212 | $101,212 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,509,553 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,509,553 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $16,373,458 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $16,373,458 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE REINVESTMENT FUND, INC. | AT COST | $1,500,000 | $1,500,000 |
| JAIL EDUCATION SOLUTIONS | AT COST | $50,000 | $50,000 |
| BREAKING GROUND HOUSING DEVELOPMENT | AT COST | $1,500,000 | $1,500,000 |
| THE CONTACT FUND, LLC | AT COST | $250,000 | $250,000 |
| FIRST STEP STAFFING (IMPACT LOAN FUND) | AT COST | $100,000 | $100,000 |
| KENSINGTON COMMUNITY FOOD | AT COST | $150,000 | $150,000 |
| BROAD STREET MINISTRY | AT COST | $35,714 | $35,714 |
| CORPORATION FOR SUPPORTIVE HOUSING | AT COST | $1,000,000 | $1,000,000 |
| VINCENT'S HOMES, INC. | AT COST | $200,000 | $200,000 |
| NB PRIVATE EQUITY IMPACT FUND | FMV | $579,928 | $579,928 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND REIT V LP | FMV | $498,049 | $498,049 |
| AMERICAN TOWER CORP NEW COM (143.000 SHARES) | FMV | $41,827 | $41,827 |
| AVALONBAY CMNTYS INC COM (86.000 SHARES) | FMV | $21,723 | $21,723 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC (1.095.000 SHARES) | FMV | $58,166 | $58,166 |
| PROLOGIS INC COM (374.000 SHARES) | FMV | $62,967 | $62,967 |
| BROWN ADVISORY SUSTAINABLE GROWTH FUND INSTITUTIONAL CLASS (9,878.234 SHARES | FMV | $494,504 | $494,504 |
| CALVERT GREEN BOND FUND CLASS I (18,539.098 SHARES) | FMV | $295,699 | $295,699 |
| CALVERT FLEXIBLE BOND FUND CLASS I (17,259.346 SHARES) | FMV | $264,068 | $264,068 |
| CALVERT EQUITY FUND CLASS I (3,676.583 SHARES) | FMV | $360,452 | $360,452 |
| CCM COMMUNITY IMPACT BOND FUND INSTITUTIONAL CLASS (167,867.570 SHARES) | FMV | $1,765,967 | $1,765,967 |
| GREEN CENTURY EQUITY FUND INSTITUTIONAL CLASS (7,398.829 SHARES) | FMV | $568,378 | $568,378 |
| PARNASSUS ENDEAVOR FUND INSTITUTIONAL CLASS (20,145.281 SHARES) | FMV | $1,089,860 | $1,089,860 |
| PAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS (39,115.093 SHARES | FMV | $993,523 | $993,523 |
| TRILLIUM ESG GLOBAL EQUITY FUND INSTITUTIONAL CLASS (7,508.424 SHARES) | FMV | $519,057 | $519,057 |
| RBC ACCESS CAPITAL COMMUNITY INVESTMENT FUND CLASS I (53,998.352 SHARES) | FMV | $477,345 | $477,345 |
| ETF MANAGERS TR ETHO CLIMATE LEADERSHIP U S ETF (4,887.000 SHARES) | FMV | $314,667 | $314,667 |
| INVESCO EXCHANGE-TRADED FD TR WILDERHILL CLEAN ENERGY ETF (3,399.000 SHARES) | FMV | $242,757 | $242,757 |
| TIDAL ETF TR ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (14,454.000 SHARES) | FMV | $263,280 | $263,280 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $18,291 | $2,421 | $15,870 | $15,870 |
| OFFICE IMPROVEMENTS | $10,437 | $522 | $9,915 | $9,915 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $6,572 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,072 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS RECEIVABLE | $197,891 | $206,635 | $206,635 |
| SECURITY DEPOSIT | $11,292 | $18,187 | $18,187 |
| PREPAID FEDERAL EXCISE TAX | $101,082 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $63,414 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTS MANAGEMENT SYSTEM | $11,293 | $0 | $11,562 |
| INSURANCE | $3,437 | $0 | $5,072 |
| OFFICE EXPENSES | $13,457 | $0 | $13,260 |
| TELEPHONE | $4,262 | $0 | $4,262 |
| COMPUTER RELATED EXPENSES | $11,495 | $0 | $11,168 |
| DUES AND SUBSCRIPTIONS | $23,920 | $0 | $23,941 |
| PARTNERSHIP EXPENSES | $0 | $18,680 | $0 |
| FILING FEES | $1,750 | $0 | $1,750 |
| BANK FEES | $50 | $50 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME-THRU SCHEDULE K-1'S | Desc |
| Net Investment Income | $22,887 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,550,797 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $375,188 | $438,602 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $46,402 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $552,748 | $552,748 | $0 |
| OUTSIDE CONTRACT SERVICES | $12,446 | $0 | $10,457 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $147,763 | $0 | $0 |
| FOREIGN TAX WITHHELD | $17,928 | $18,052 | $0 |
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